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Sponsor portfolioWelfare / HealthEIN 39-6040444

GRACE LUTHERAN FOUNDATION, INC.

PO BOX 287 · EAU CLAIRE, WI 54702
7158323003
Plans filed
1
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
158
No prior year
Total participants
158
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
GRACE LUTHERAN FOUNDATION INC ERISA WELFARE PLAN
Fully insured158 covered·4 carriers
Primary: SECURITY HEALTH PLAN OF WISCONSIN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$925K45.3%
Prescription drug$925K45.3%
Dental$71K3.5%
Life$36K1.8%
Long-term disability$36K1.8%
Other$36K1.8%
Vision$15K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SECURITY HEALTH PLAN OF WISCONSIN, INC.
EIN 391572880
HRx
$925K88.3%11126
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$71K6.8%11112
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$36K3.4%11158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$15K1.4%1197

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIDELTA DENTAL OF WISCONSIN, UNUM LIFE INSURANCE COMPANY OF AMERICA, SECURITY HEALTH PLAN OF WISCONSIN, INC., WYSSTA INSURANCE COMPANY, INC.$47K$2K$48K98.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$540$0$5401.1%1

History & trajectory

6 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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