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Sponsor portfolioWelfare / HealthEIN 39-1502923
FIDUCIARY REAL ESTATE DEVELOPMENT, INC
789 N WATER ST STE 500 · MILWAUKEE, WI 532023531
4142264535
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
253
No prior year
Total participants
253
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 |
|---|---|---|---|
| Health | $2.1M | 47.5% | |
| Vision | $2.1M | 47.5% | |
| Dental | $111K | 2.5% | |
| Short-term disability | $53K | 1.2% | |
| Life | $51K | 1.1% | |
| Long-term disability | $14K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 391462554 | HV | $2.1M | 91.2% | 1 | 1 | 240 |
EIN 396094742 | D | $111K | 4.7% | 1 | 1 | 171 |
EIN 470322111 | LSTDLTD | $97K | 4.1% | 1 | 5 | 253 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS AND BLUE SHIELD | $5K | $13K | $18K | 56.6% | 1 |
| R & R INSURANCE SERVICES INC | WAUKESHA, WI | DELTA DENTAL OF WISCONSIN, UNITED OF OMAHA LIFE INSURANCE COMPANY | $14K | $0 | $14K | 43.4% | 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