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Sponsor portfolioWelfare / HealthEIN 39-0973406
CARLSON TOOL & MANUFACTURING CORP.
W57 N14386 DOERR WAY · CEDARBURG, WI 53012
2623772020
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$604K
No prior year
Persons covered
188
No prior year
Total participants
110
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 |
|---|---|---|---|
| Health | $456K | 38.5% | |
| Stop-loss | $456K | 38.5% | |
| Other | $76K | 6.4% | |
| Dental | $64K | 5.4% | |
| Life | $63K | 5.3% | |
| Long-term disability | $63K | 5.3% | |
| Vision | $8K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | HSL | $456K | 75.5% | 1 | 1 | 86 |
EIN 396094742 | D | $64K | 10.6% | 1 | 1 | 75 |
EIN 381082080 | LLTDOth | $63K | 10.4% | 1 | 1 | 110 |
EIN 362739571 | Oth | $13K | 2.1% | 1 | 1 | 188 |
EIN 391736329 | V | $8K | 1.3% | 1 | 1 | 115 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC | SCOTTSDALE, AZ | HCC LIFE INSURANCE COMPANY | $0 | $24K | $24K | 53.0% | 1 |
| R & R INSURANCE SERVICES INC | WAUKESHA, WI | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC., DELTA DENTAL OF WISCONSIN, SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | $0 | $14K | 30.6% | 1 |
| WMC SERVICE CORPORATION | MADISON, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $7K | $7K | 16.5% | 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