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Sponsor portfolioWelfare / HealthEIN 39-1623813

PENZEYS, LTD

12001 W. CAPITOL DR. · WAUWATOSA, WI 53222
2627857639
Plans filed
2
Years active
2016–2025
Industry
NAICS 31
Latest filing
2025
Total premiums (latest)
$895K
No prior year
Persons covered
477
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$712K
PENZEYS, LTD MEDICAL, DENTAL AND VISION PLAN
Self-funded195 covered·1 carrier
Primary: COMPANION LIFE INS CO
Plan #501$182K
PENZEYS, LTD LIFE, LONG AND SHORT TERM DISABILITY INSURANCE PLAN
Fully insured282 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$712K52.2%
Life$182K13.4%
Other$182K13.4%
Short-term disability$143K10.5%
Long-term disability$143K10.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
SL
$712K79.6%11195
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$182K20.4%12282

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PRIZM INSURANCE & RISK SERVICEMIDDLETON, WIUNUM LIFE INSURANCE COMPANY OF AMERICA$11K$0$11K75.8%1
ASSUREDPARTNERSDUBUQUE, IAUNUM LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K24.2%1

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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