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Sponsor portfolioWelfare / HealthEIN 39-1998988

LEE BEVERAGE OF WISCONSIN L.L.C.

2850 S. OAKWOOD RD. · OSHKOSH, WI 54904
9202351140
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$134K
No prior year
Persons covered
267
No prior year
Total participants
106
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$134K
LEE BEVERAGE OF WISCONSIN L. L. C. EMPLOYEE BENEFIT PLAN
Mixed267 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$120K26.4%
Life$108K23.6%
Short-term disability$108K23.6%
Long-term disability$108K23.6%
Vision$14K3.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$108K80.3%11267
VISION SERVICE PLAN
EIN 061227840
V
$14K10.1%1185
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$13K9.5%11213

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IAUNITED HEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, PRINCIPAL LIFE INSURANCE COMPANY$11K$2K$13K100.0%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
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