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Sponsor portfolioWelfare / HealthEIN 42-0536450

SPAHN & ROSE LUMBER CO.

PO BOX 149 · DUBUQUE, IA 520040149
5635823606
Plans filed
2
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$256K
No prior year
Persons covered
410
No prior year
Total participants
401
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #506$256K
SPAHN & ROSE LUMBER CO. GROUP HEALTH & WELFARE
Mixed410 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$157K
SPAHN & ROSE LUMBER CO. HEALTH & WELFARE PLAN
Self-funded146 covered·1 carrier
Primary: HCC LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$228K24.2%
Short-term disability$228K24.2%
Long-term disability$228K24.2%
Other$228K24.2%
Vision$28K3.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$228K88.9%11384
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$28K11.1%11410

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IAFIDELITY SECURITY LIFE, UNITED OF OMAHA LIFE INSURANCE COMPANY$32K$0$32K100.0%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
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