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Sponsor portfolioWelfare / HealthEIN 39-1214928
VALUATION RESEARCH CORPORATION
330 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202
4142216232
- Plans filed
- 3
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$543K
No prior year
Persons covered
281
No prior year
Total participants
234
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$1.6M
VALUATION RESEARCH CORPORATION MEDICAL AND DENTAL PLAN
Fully insured344 covered·4 carriers
Primary: ANTHEM BLUE CROSS AND BLUE SHIELD
Plan #504$543K
VALUATION RESEARCH CORPORATION WELFARE BENEFIT PLAN
Fully insured281 covered·4 carriers
Primary: DELTA DENTAL OF WISCONSIN
Plan #503$114K
VALUATION RESEARCH CORPORATION LIFE AND DISABILITY PLAN
Fully insured140 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $155K | 20.5% | |
| Health | $142K | 18.9% | |
| Prescription drug | $142K | 18.9% | |
| Long-term disability | $98K | 13.0% | |
| Life | $68K | 9.0% | |
| Other | $68K | 9.0% | |
| Short-term disability | $53K | 7.0% | |
| Vision | $27K | 3.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $219K | 40.3% | 1 | 4 | 281 |
EIN 396094742 | D | $155K | 28.5% | 1 | 1 | 220 |
EIN 941340523 | HRx | $142K | 26.2% | 1 | 1 | 27 |
EIN 203212328 | V | $27K | 4.9% | 1 | 1 | 206 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MILWAUKEE, IA | UNITED OF OMAHA LIFE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC., DELTA DENTAL OF WISCONSIN, KAISER FOUNDATION HEALTH PLAN, INC. | $31K | $0 | $31K | 71.6% | 1 |
| HAYS COMPANIES, INC. | EL SEGUNDO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $6K | $7K | 16.1% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | $0 | $5K | 12.3% | 1 |
History & trajectory
9 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