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Sponsor portfolioWelfare / HealthEIN 39-1486873

PROHEALTH CARE

721 AMERICAN AVENUE · WAUKESHA, WI 53188
2629282932
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
3,495
No prior year
Total participants
3,500
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #512$3.4M
CAFETERIA PLAN FOR EMPLOYEES OF PROHEALTH CARE
Mixed3,495 covered·5 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.8M48.9%
Long-term disability$1.4M24.8%
Life$877K15.5%
Vision$514K9.1%
Prescription drug$52K0.9%
Health$44K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$2.3M69.2%133,495
VISION SERVICE PLAN
EIN 061227840
V
$514K15.2%112,339
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$432K12.8%11734
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 431420563
Rx
$52K1.5%1124
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 421445545
H
$44K1.3%1128

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$164K$102K$266K67.2%1
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILEXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT$89K$19K$107K27.1%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$0$13K$13K3.2%1
AMWINSNORTH KINGSTOWN, RIEXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN, TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT$10K$0$10K2.5%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
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