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Sponsor portfolioWelfare / HealthEIN 39-1833308

FOUNDERS 3 MANAGEMENT COMPANY

13400 BISHOPS LANE SUITE 190 · BROOKFIELD, WI 53005
4142492129
Plans filed
2
Years active
2019–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$282K
No prior year
Persons covered
236
No prior year
Total participants
235
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$282K
FOUNDERS 3 MANAGEMENT COMPANY HEALTH AND WELFARE BENEFIT PLAN
Mixed236 covered·3 carriers
Primary: DEAN HEALTH PLAN, INC.
Plan #501$79K
FOUNDERS 3 MANAGEMENT COMPANY BENEFIT PLAN
Fully insured148 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$142K45.0%
Short-term disability$64K20.2%
Life$34K10.8%
Other$34K10.8%
Long-term disability$30K9.6%
Vision$12K3.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DEAN HEALTH PLAN INC
EIN 391535024
H
$142K50.4%1119
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$128K45.5%14236
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$12K4.1%11115

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HAUSMANN GROUP INCWAUKESHA, WIDEAN HEALTH PLAN, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY$11K$6K$17K63.0%1
MARSH & MCLENNAN AGENCY LLCORLAND PARK, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$5K$0$5K18.4%1
NATIONAL BENEFIT CENTERBEACHWOOD, OHUNITED OF OMAHA LIFE INSURANCE COMPANY$0$3K$3K11.1%1
THE HORTON GROUPORLAND PARK, ILDEAN HEALTH PLAN, INC.$1K$0$1K4.2%1
MJ INSURANCE—WYSSTA INSURANCE COMPANY, INC.$927$0$9273.4%1

History & trajectory

7 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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