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Sponsor portfolioWelfare / HealthEIN 39-1988565
PRIMARY CARE ASSOCIATES OF APPLETON LTD
3916 N INTERTECH CT · APPLETON, WI 54913
9209961000
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$414K
No prior year
Persons covered
155
No prior year
Total participants
155
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$414K
PRIMARY CARE ASSOCIATES OF APPLETON LTD WRAP PLAN
Mixed155 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$137K
PRIMARY CARE ASSOCIATES OF APPLETON LTD LIFE AND DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$112K
PRIMARY CARE ASSOCIATES OF APPLETON LTD DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $237K | 21.8% | |
| Life | $224K | 20.6% | |
| Long-term disability | $224K | 20.6% | |
| Other | $224K | 20.6% | |
| Dental | $160K | 14.8% | |
| Vision | $17K | 1.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $237K | 57.2% | 1 | 2 | 155 |
EIN 396094742 | D | $160K | 38.8% | 1 | 1 | 122 |
EIN 391736329 | V | $17K | 4.0% | 1 | 1 | 103 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | SUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF WISCONSIN, SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | $42K | $175 | $42K | 99.6% | 1 |
| MGIS | SALT LAKE CITY, UT | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $180 | $180 | 0.4% | 1 |
History & trajectory
11 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