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Sponsor portfolioWelfare / HealthEIN 39-1884929
SURFACE MOUNT TECHNOLOGY CORPORATION
5660 TECHNOLOGY CIRCLE · APPLETON, WI 54914
9209548324
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$926K
No prior year
Persons covered
200
No prior year
Total participants
154
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 |
|---|---|---|---|
| Stop-loss | $762K | 55.8% | |
| Other | $150K | 11.0% | |
| Life | $146K | 10.7% | |
| Short-term disability | $146K | 10.7% | |
| Long-term disability | $146K | 10.7% | |
| Vision | $15K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDSLOth | $908K | 98.0% | 1 | 2 | 152 |
EIN 203212328 | V | $15K | 1.6% | 1 | 1 | 98 |
EIN 331206383 | Oth | $4K | 0.4% | 1 | 1 | 200 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCLONE AGENCY INC | MENASHA, WI | SUN LIFE ASSURANCE COMPANY OF CANADA, WYSSTA INSURANCE COMPANY INC. | $75K | $0 | $75K | 96.9% | 1 |
| AMWINS | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $2K | $2K | 3.1% | 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