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Sponsor portfolioWelfare / HealthEIN 39-3647910
WIPFLI ADVISORY LLC
500 NORTH FIRST STREET, SUITE 7000 · WAUSAU, WI 54403
7158453111
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
2,437
No prior year
Total participants
2,353
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 |
|---|---|---|---|
| Other | $2.1M | 23.7% | |
| Life | $1.8M | 20.1% | |
| Short-term disability | $1.8M | 20.1% | |
| Long-term disability | $1.8M | 20.1% | |
| Health | $586K | 6.6% | |
| Prescription drug | $586K | 6.6% | |
| Vision | $244K | 2.7% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $1.8M | 60.9% | 1 | 1 | 2,247 |
EIN 941340523 | HRx | $586K | 19.9% | 1 | 2 | 56 |
EIN 203212328 | V | $244K | 8.3% | 1 | 1 | 1,700 |
EIN 590781901 | Oth | $187K | 6.4% | 1 | 1 | 632 |
EIN 391743189 | Oth | $81K | 2.8% | 1 | 1 | 2,437 |
EIN 421338303 | Oth | $51K | 1.7% | 1 | 1 | 442 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ARLINGTON HEIGHTS, IL | ARAG INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AMERICAN HERITAGE LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF COLORADO | $66K | $13K | $80K | 96.9% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 3.1% | 1 |
Policy details
Latest year, by plan