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Sponsor portfolioWelfare / HealthEIN 39-0957068
METCALFE MARKETS, INC.
726 N MIDVALE BLVD · MADISON, WI 53705
6082387612
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 44
- Latest filing
- 2024
Total premiums (latest)
$74K
No prior year
Persons covered
265
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $68K | 24.5% | |
| Short-term disability | $68K | 24.5% | |
| Long-term disability | $68K | 24.5% | |
| Other | $68K | 24.5% | |
| Vision | $5K | 1.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $68K | 92.8% | 1 | 1 | 265 |
EIN 203212232 | V | $5K | 7.2% | 1 | 1 | 154 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M3 INSURANCE SOLUTIONS INC | MADISON, WI | SUN LIFE ASSURANCE COMPANY OF CANADA, WYSSTA INSURANCE COMPANY INC | $8K | $8K | $16K | 94.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $872 | $872 | 5.1% | 1 |
History & trajectory
10 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