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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $59K | 21.5% | |
| Short-term disability | $59K | 21.5% | |
| Long-term disability | $59K | 21.5% | |
| Other | $59K | 21.5% | |
| Dental | $33K | 12.0% | |
| Vision | $5K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | LSTDLTDOth | $59K | 60.8% | 1 | 1 | 124 |
EIN 396094742 | D | $33K | 33.9% | 1 | 1 | 58 |
EIN 203212328 | V | $5K | 5.3% | 1 | 1 | 52 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PRIZM INSURANCE & RISK SERVICE | MIDDLETON, WI | DELTA DENTAL OF WI, WYSSTA INSURANCE COMPANY INC, PRINCIPAL LIFE INSURANCE COMPANY | $11K | $0 | $11K | 100.0% | 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