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Sponsor portfolioWelfare / HealthEIN 39-1130341
BONE & JOINT CLINIC, S.C.
225000 HUMMINGBIRD RD · WAUSAU, WI 54401
7153930336
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
442
No prior year
Total participants
269
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$1.8M
BONE & JOINT CLINIC, S.C. WELFARE BENEFIT PLAN
Mixed442 covered·6 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$476K
BONE & JOINT CLINIC, S.C. MEDICAL PLAN
Self-funded147 covered·1 carrier
Primary: AMERICAN FIDELITY ASSURANCE COMPANY
Plan #506$58K
BONE & JOINT CLINIC, S.C. SHORT TERM DISABILITY PLAN
Fully insured150 covered·1 carrier
Primary: CIGNA GROUP INSURANCE
Plan #501$22K
BONE & JOINT CLINIC, S.C. LIFE PLAN
Fully insured164 covered·1 carrier
Primary: CIGNA GROUP INSURANCE
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.4M | 77.7% | |
| Short-term disability | $125K | 6.8% | |
| Long-term disability | $123K | 6.7% | |
| Life | $70K | 3.8% | |
| Other | $52K | 2.8% | |
| Vision | $39K | 2.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | SL | $1.4M | 79.9% | 1 | 1 | 211 |
EIN 470322111 | LSTDOth | $176K | 9.9% | 1 | 3 | 270 |
EIN 390509570 | LTD | $123K | 6.9% | 1 | 1 | 0 |
EIN 430949844 | V | $39K | 2.2% | 1 | 1 | 442 |
EIN 381843471 | L | $18K | 1.0% | 1 | 1 | 50 |
EIN 370344290 | Oth | $646 | 0.0% | 1 | 1 | 30 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS OF EAU | OVERLAND PARK, KS | SYMETRA LIFE INSURANCE COMPANY | $73K | $0 | $73K | 43.7% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | CINCINNATI, OH | SYMETRA LIFE INSURANCE COMPANY | $7K | $55K | $62K | 36.9% | 1 |
| ANSAY & ASSOCIATES LLC | PORT WASHINGTON, WI | UNITED OF OMAHA LIFE INSURANCE COMPANY, NATIONAL VISION ADMINISTRATORS, LLC | $16K | $6K | $22K | 12.9% | 1 |
| JEROD THOMAS SPAETH | MILWAUKEE, WI | NORTHWESTERN MUTUAL | $5K | $1K | $6K | 3.9% | 1 |
| MARQUARDT INSURANCE GROUP INC | WESTON, WI | ILLINOIS MUTUAL INSURANCE, ASSURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.1% | 1 |
| DI MEGLIO FNCL GRP LLC | MILWAUKEE, WI | NORTHWESTERN MUTUAL | $1K | $124 | $1K | 0.7% | 1 |
| ADVANTAGE GROUP GA LLC | SCHOFIELD, WI | ILLINOIS MUTUAL INSURANCE, ASSURITY LIFE INSURANCE COMPANY | $971 | $0 | $971 | 0.6% | 1 |
| JOSEPH R JURGENSMIER | WAUSAU, WI | ILLINOIS MUTUAL INSURANCE, ASSURITY LIFE INSURANCE COMPANY | $379 | $0 | $379 | 0.2% | 1 |
| CORY MARQUARDT | — | ILLINOIS MUTUAL INSURANCE, ASSURITY LIFE INSURANCE COMPANY | $122 | $0 | $122 | 0.1% | 1 |
| JOSHUA MULDER | BIRNAMWOOD, WI | ILLINOIS MUTUAL INSURANCE, ASSURITY LIFE INSURANCE COMPANY | $10 | $0 | $10 | 0.0% | 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