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Sponsor portfolioWelfare / HealthEIN 39-1472373
LUVATA APPLETON, LLC
553 CARTER COURT · KIMBERLY, WI 54136
9207388102
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$698K
No prior year
Persons covered
238
No prior year
Total participants
152
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 | $464K | 59.2% | |
| Other | $99K | 12.7% | |
| Life | $84K | 10.8% | |
| Short-term disability | $80K | 10.2% | |
| Long-term disability | $31K | 4.0% | |
| Vision | $25K | 3.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $464K | 66.4% | 1 | 1 | 151 |
EIN 360883760 | LSTDLTDOth | $195K | 28.0% | 1 | 4 | 238 |
EIN 203212328 | V | $25K | 3.6% | 1 | 1 | 109 |
EIN 010278678 | Oth | $8K | 1.1% | 1 | 1 | 56 |
EIN 391509362 | Oth | $7K | 1.0% | 1 | 1 | 190 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCLONE AGENCY INC | MENASHA, WI | RELIANCE STANDARD LIFE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC., UNUM LIFE INSURANCE COMPANY OF AMERICA | $33K | $0 | $33K | 58.7% | 1 |
| STEALTH PARTNER GROUP LLC | SCOTTSDALE, AZ | TOKIO MARINE HCC | $0 | $23K | $23K | 41.3% | 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