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Sponsor portfolioWelfare / HealthEIN 39-0845016

LUTHERAN HOMES OF OCONOMOWOC, INC

P.O. BOX 208 · OCONOMOWOC, WI 53066
2625678341
Plans filed
4
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$371K
No prior year
Persons covered
128
No prior year
Total participants
440
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$358K
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN
Mixed128 covered·2 carriers
Primary: COMPANION LIFE INSURANCE COMPANY
Plan #501$13K
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN
Fully insured0 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$0
LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #503$0
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$343K86.5%
Other$28K7.1%
Life$13K3.2%
Long-term disability$13K3.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
SL
$343K92.4%11128
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$16K4.2%110
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$13K3.4%110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WISYMETRA LIFE INSURANCE COMPANY$0$83$83100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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