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Sponsor portfolioWelfare / HealthEIN 39-1827909

ROTE OIL LTD

N1887 S HWY H · LAKE GENEVA, WI 53147
2622482733
Plans filed
1
Years active
2023–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$97K
No prior year
Persons covered
124
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$97K
ROTE OIL LTD HEALTH AND WELFARE BENEFIT PLAN
Mixed124 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$59K21.5%
Short-term disability$59K21.5%
Long-term disability$59K21.5%
Other$59K21.5%
Dental$33K12.0%
Vision$5K1.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$59K60.8%11124
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$33K33.9%1158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$5K5.3%1152

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PRIZM INSURANCE & RISK SERVICEMIDDLETON, WIDELTA DENTAL OF WI, WYSSTA INSURANCE COMPANY INC, PRINCIPAL LIFE INSURANCE COMPANY$11K$0$11K100.0%1

History & trajectory

3 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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