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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
Plan #501$3.8M
EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLAN
Fully insured410 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M44.9%
Prescription drug$3.4M44.9%
Other$151K2.0%
Dental$151K2.0%
Vision$151K2.0%
Life$116K1.5%
Short-term disability$116K1.5%
Long-term disability$83K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 390138065
HRx
$3.4M89.9%11245
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DVOth
$187K4.9%12410
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDOth
$116K3.0%11311
NORTHWESTERN MUTUAL
EIN 390509570
LTD
$83K2.2%11261

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCBROOKFIELD, WIUNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF WISCONSIN, SUN LIFE ASSURANCE COMPANY OF CANADA$101K$953$102K93.5%1
MJ INSURANCEMILWAUKEE, WINORTHWESTERN MUTUAL$6K$1K$7K6.5%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
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