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Sponsor portfolioWelfare / HealthEIN 39-0974031
WEGNER CPAS LLP
2921 LANDMARK PLACE, STE 300 · MADISON, WI 53713
6082744020
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
300
No prior year
Total participants
180
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 | $2.0M | 47.8% | |
| Prescription drug | $2.0M | 47.8% | |
| Dental | $141K | 3.4% | |
| Short-term disability | $44K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 391450766 | HRx | $2.0M | 91.5% | 1 | 1 | 300 |
EIN 396094742 | D | $141K | 6.5% | 1 | 1 | 129 |
EIN 350472300 | STD | $44K | 2.0% | 1 | 1 | 167 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ANSAY & ASSOCIATES LLC | MADISON, WI | QUARTZ HEALTH BENEFIT PLANS CORPORATION, DELTA DENTAL OF WISCONSIN, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $41K | $0 | $41K | 96.3% | 1 |
| GIS BENEFITS INC | MORRIS, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 2.8% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $399 | $399 | 0.9% | 1 |
History & trajectory
6 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