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Sponsor portfolioWelfare / HealthEIN 39-1766730

EWALD AUTOMOTIVE GROUP

2700 GOLF ROAD · DELAFIELD, WI 53018
4147774310
Plans filed
2
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
387
No prior year
Total participants
177
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.7M
EWALD AUTOMOTIVE GROUP BENEFIT PLAN
Fully insured387 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #001$0
EWALD AUTOMOTIVE GROUP RETIREMENT PLAN
MEWA33 covered·2 carriers
Primary: MET LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M71.3%
Other$133K6.3%
Life$125K5.9%
Short-term disability$125K5.9%
Long-term disability$125K5.9%
Dental$83K3.9%
Vision$16K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.5M86.7%11387
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$125K7.2%1182
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$83K4.8%12163
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$16K0.9%11148
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$8K0.5%1118

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
R & R INSURANCE SERVICES INCWAUKESHA, WIUNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN, WYSSTA INSURANCE COMPANY, INC., UNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$23K$67K$91K99.2%1
MARY R ROEMERPEWAUKEE, WICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$378$5$3830.4%1
VALUE ADDED SOLUTIONSSUN PRAIRIE, WICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$29$59$880.1%1
JASON SCZEPANIAKSUN PRAIRIE, WICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$77$0$770.1%1
GERALD A GREENENSUGAR GROVE, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$62$9$710.1%1
JOHN PATRICK HOFFMANHARTLAND, WICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$12$42$540.1%1
CORCORAN & HOYT LLCOLDSMAR, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$1$390.0%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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