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Sponsor portfolioWelfare / HealthEIN 39-1483944
CASH DEPOT, LTD.
1740 COFRIN DRIVE · GREEN BAY, WI 543022093
9204325777
- Plans filed
- 4
- Years active
- 2019–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
838
No prior year
Total participants
247
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$1.9M
CASH DEPOT, LTD. HEALTH & WELFARE PLAN
Fully insured838 covered·2 carriers
Primary: BLUE CROSS & BLUE SHIELD OF WISCONSIN
Plan #501$1.2M
CASH DEPOT, LTD. MEDICAL AND DENTAL PLAN
Fully insured238 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$801K
CASH DEPOT, LTD. DENTAL PLAN
Fully insured219 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$11K
CASH DEPOT, LTD. BASIC LIFE/AD&D PLAN
Fully insured316 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.8M | 33.0% | |
| Dental | $1.8M | 33.0% | |
| Vision | $1.8M | 33.0% | |
| Life | $28K | 0.5% | |
| Other | $28K | 0.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390138065 | HDV | $1.8M | 98.5% | 1 | 1 | 838 |
EIN 860222062 | LOth | $28K | 1.5% | 1 | 1 | 247 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AVERGENT LLC | GREEN BAY, WI | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS & BLUE SHIELD OF WISCONSIN | $43K | $0 | $43K | 66.1% | 1 |
| MC CLONE AGENCY, INC | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS & BLUE SHIELD OF WISCONSIN | $22K | $0 | $22K | 33.9% | 1 |
History & trajectory
7 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