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Sponsor portfolioWelfare / HealthEIN 39-1202572
BERGSTROM CORPORATION, INC.
P.O. BOX 549 · NEENAH, WI 549570549
9207254444
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
1,925
No prior year
Total participants
1,208
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.9M | 37.2% | |
| Life | $689K | 13.8% | |
| Short-term disability | $689K | 13.8% | |
| Long-term disability | $689K | 13.8% | |
| Other | $689K | 13.8% | |
| Dental | $208K | 4.2% | |
| Vision | $167K | 3.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | SL | $1.9M | 63.6% | 1 | 1 | 1,154 |
EIN 470322111 | LSTDLTDOth | $689K | 23.6% | 1 | 1 | 1,791 |
EIN 391464246 | D | $208K | 7.1% | 1 | 1 | 607 |
EIN 391736329 | V | $167K | 5.7% | 1 | 1 | 1,925 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCLONE AGENCY INC | MENASHA, WI | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH, CARE PLUS DENTAL PLANS, INC. | $259K | $36K | $295K | 95.4% | 1 |
| PATRIOT GROWTH INSURANCE SERVICES | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $14K | $14K | 4.6% | 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