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Sponsor portfolioWelfare / HealthEIN 41-1765559
SCHWEGMAN, LUNDBERG & WOESSNER, P.A.
1600 TCF TOWER · MINNEAPOLIS, MN 55402
6123593277
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
529
No prior year
Total participants
279
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 |
|---|---|---|---|
| Health | $3.7M | 46.9% | |
| Dental | $3.7M | 46.9% | |
| Long-term disability | $184K | 2.3% | |
| Life | $144K | 1.8% | |
| Other | $144K | 1.8% | |
| Vision | $26K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411683523 | HD | $3.7M | 91.4% | 1 | 1 | 529 |
EIN 930242990 | LLTDOth | $327K | 8.0% | 1 | 2 | 279 |
EIN 430949844 | V | $26K | 0.6% | 1 | 1 | 301 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | STANDARD INSURANCE COMPANY, HEALTHPARTNERS INSURANCE COMPANY | $18K | $160K | $177K | 98.4% | 1 |
| ENROLLEASE | MINNETONKA, MN | EYEMED VISION CARE FOR FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | $0 | $3K | 1.6% | 1 |
History & trajectory
10 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