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Sponsor portfolioWelfare / HealthEIN 39-1022456
TRI CITY NATIONAL BANK
6400 S 27TH ST · OAK CREEK, WI 531541015
4147611610
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$820K
No prior year
Persons covered
354
No prior year
Total participants
371
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 |
|---|---|---|---|
| Stop-loss | $586K | 47.7% | |
| Life | $205K | 16.6% | |
| Short-term disability | $205K | 16.6% | |
| Long-term disability | $205K | 16.6% | |
| Vision | $30K | 2.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $586K | 71.5% | 1 | 1 | 263 |
EIN 060838648 | LSTDLTD | $205K | 24.9% | 1 | 1 | 319 |
EIN 391736329 | V | $30K | 3.6% | 1 | 1 | 354 |
EIN 390138065 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC | SCOTTSDALE, AZ | TOKIO MARINE HCC | $0 | $31K | $31K | 92.4% | 1 |
| R&R INSURANCE | WAUKESHA, WI | THE HARTFORD | $3K | $0 | $3K | 7.6% | 1 |
| COMPCARE HEALTH SERVICES INS CORP | — | BLUE CROSS BLUE SHIELD OF WISCONSIN | $0 | $0 | $0 | 0.0% | 1 |
History & trajectory
2 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