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Sponsor portfolioWelfare / HealthEIN 39-1816008
THE RETIREMENT ADVANTAGE
101 W GRAND AVENUE · PORT WASHINGTON, WI 530742218
8888722364
- Plans filed
- 5
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$112K
No prior year
Persons covered
156
No prior year
Total participants
156
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #504$468K
MEDICAL AND VISION
Mixed258 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF WISCONSIN
Plan #508$112K
THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN
Mixed156 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$12K
WEEKLY INCOME FOR EMPLOYEES OF THE RETIREMENT ADVANTAGE
Fully insured214 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$9K
GROUP LIFE, DEPENDENT LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF THE RETIREMENT ADVANTAGE
Fully insured212 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$8K
GROUP LONG TERM DISABILITY FOR EMPLOYEES OF THE RETIREMENT ADVANTAGE
Fully insured212 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $80K | 59.5% | |
| Life | $22K | 16.7% | |
| Long-term disability | $22K | 16.4% | |
| Vision | $10K | 7.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $102K | 91.1% | 1 | 5 | 156 |
EIN 203212328 | V | $10K | 8.9% | 1 | 1 | 77 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VIZANCE, INC. | HARTLAND, WI | UNITED OF OMAHA LIFE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC. | $14K | $8K | $22K | 100.0% | 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