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Sponsor portfolioWelfare / HealthEIN 39-0968993
MCCLONE AGENCY INC.
P.O. BOX 389 · MENASHA, WI 54952
9207253232
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$629K
No prior year
Persons covered
122
No prior year
Total participants
123
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 |
|---|---|---|---|
| Stop-loss | $511K | 80.0% | |
| Other | $71K | 11.2% | |
| Long-term disability | $31K | 4.8% | |
| Vision | $16K | 2.5% | |
| Life | $10K | 1.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $511K | 81.2% | 1 | 1 | 84 |
EIN 470322111 | LLTDOth | $78K | 12.4% | 1 | 3 | 122 |
EIN 390989781 | Oth | $20K | 3.1% | 1 | 1 | 60 |
EIN 061227840 | V | $16K | 2.5% | 1 | 1 | 67 |
EIN 331206383 | Oth | $3K | 0.4% | 1 | 1 | 95 |
EIN 570144607 | Oth | $2K | 0.2% | 1 | 1 | 5 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCLONE AGENCY INC | MENASHA, WI | UNITED OF OMAHA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY | $4K | $4K | $8K | 84.5% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 14.8% | 1 |
| ADAM J ZAHN | APPLETON, WI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $3 | $36 | 0.4% | 1 |
| CAMERON SUTTON ROBERTS | APPLETON, WI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $1 | $16 | 0.2% | 1 |
| REBECCA STERNBERG | DEERFIELD, IL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.1% | 1 |
| JEFFREY BISHOP FELTER | NORTH MYRTLE BEACH, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
7 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