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Sponsor portfolioWelfare / HealthEIN 39-6046865
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND
P.O. BOX 7697 · MADISON, WI 537077697
8884410600
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS —
- Latest filing
- 2025
Total premiums (latest)
$44.9M
No prior year
Persons covered
4,163
No prior year
Total participants
4,420
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $40.6M | 89.1% | |
| Dental | $2.9M | 6.5% | |
| Other | $825K | 1.8% | |
| Life | $676K | 1.5% | |
| Long-term disability | $456K | 1.0% | |
| Vision | $54K | 0.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $38.9M | 86.8% | 2 | 2 | 4,163 |
EIN 396094742 | D | $2.9M | 6.6% | 1 | 9 | 1,116 |
EIN 391268299 | H | $1.7M | 3.7% | 1 | 1 | 213 |
EIN 350472300 | LLTDOth | $1.3M | 2.9% | 1 | 3 | 2,470 |
EIN 743033381 | V | $54K | 0.1% | 1 | 1 | 732 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WISCONSIN BANKERS ASSOCIATION - EBC | MADISON, WI | UNITEDHEALTHCARE INSURANCE COMPANY | $599K | $0 | $599K | 68.2% | 2 |
| WBA EMPLOYEE BENEFITS CORP | MADISON, WI | DELTA DENTAL OF WISCONSIN, NGL, WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION | $177K | $0 | $177K | 20.1% | 1 |
| WI BANKERS ASSOC EMPLOYEE BNFT | MADISON, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $102K | $0 | $102K | 11.7% | 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