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Sponsor portfolioWelfare / HealthEIN 39-0992016
EXECUTIVE DIRECTOR, INC.
555 E WELLS ST STE 1100 · MILWAUKEE, WI 53202
4142766445
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
410
No prior year
Total participants
331
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 | $3.4M | 44.9% | |
| Prescription drug | $3.4M | 44.9% | |
| Other | $151K | 2.0% | |
| Dental | $151K | 2.0% | |
| Vision | $151K | 2.0% | |
| Life | $116K | 1.5% | |
| Short-term disability | $116K | 1.5% | |
| Long-term disability | $83K | 1.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390138065 | HRx | $3.4M | 89.9% | 1 | 1 | 245 |
EIN 362739571 | DVOth | $187K | 4.9% | 1 | 2 | 410 |
EIN 381082080 | LSTDOth | $116K | 3.0% | 1 | 1 | 311 |
EIN 390509570 | LTD | $83K | 2.2% | 1 | 1 | 261 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | BROOKFIELD, WI | UNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF WISCONSIN, SUN LIFE ASSURANCE COMPANY OF CANADA | $101K | $953 | $102K | 93.5% | 1 |
| MJ INSURANCE | MILWAUKEE, WI | NORTHWESTERN MUTUAL | $6K | $1K | $7K | 6.5% | 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