PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PEOPLES STATE BANK

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 39-0987942

PEOPLES STATE BANK

1905 W. STEWART AVENUE · WAUSAU, WI 54402
7158422191
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$620K
No prior year
Persons covered
278
No prior year
Total participants
188
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$620K
PEOPLES STATE BANK WELFARE BENEFIT PLAN
Mixed278 covered·4 carriers
Primary: QBE INSURANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$449K50.1%
Other$155K17.3%
Life$138K15.4%
Long-term disability$138K15.4%
Vision$16K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
QBE INSURANCE
EIN 222311816
SL
$449K72.4%11129
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$138K22.2%11187
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$18K2.8%11278
NGL
EIN 390493780
V
$16K2.6%11263

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDKRONENWETTER, WISUN LIFE ASSURANCE COMPANY OF CANADA, NGL$13K$7K$19K55.8%1
M3 INSURANCE SOLUTIONS INCMADISON, WIQBE INSURANCE, SUN LIFE ASSURANCE COMPANY OF CANADA, NGL, UNITEDHEALTHCARE INSURANCE COMPANY$12K$0$12K33.9%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$0$4K$4K10.3%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica