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Sponsor portfolioWelfare / HealthEIN 39-1576289

VON BRIESEN & ROPER, S.C.

411 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532024461
4142871479
Plans filed
2
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
675
No prior year
Total participants
675
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$3.7M
VON BRIESEN & ROPER, S.C. GROUP HEALTH PLAN
Fully insured410 covered·7 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$280K
VON BRIESEN & ROPER, S.C. GROUP LIFE INSURANCE AND LONG TERM DISABILITY
Fully insured265 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M43.8%
Prescription drug$3.6M43.8%
Other$295K3.6%
Life$280K3.5%
Long-term disability$280K3.5%
Dental$135K1.7%
Vision$22K0.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.3M82.1%11410
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$280K7.0%11265
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$265K6.6%1143
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$135K3.4%11174
VISION SERVICE PLAN
EIN 061227840
V
$22K0.5%11166
OPTAVISE
EIN 122345678
Oth
$8K0.2%11309
WORKPLACE OPTIONS
EIN 364095007
Oth
$6K0.2%11306
VITALITY
EIN 822597547
$00.0%11325

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILVISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA$30K$0$30K63.3%2
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAVISION SERVICE PLAN, DELTA DENTAL OF WISCONSIN, UNUM LIFE INSURANCE COMPANY OF AMERICA$17K$454$17K36.7%2

History & trajectory

10 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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