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Sponsor portfolioWelfare / HealthEIN 42-0752685

BARTELS LUTHERAN HOME

1922 5TH AVE NW · WAVERLY, IA 50677
3193524540
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$981K
No prior year
Persons covered
212
No prior year
Total participants
212
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$981K
BARTELS LUTHERAN HOME WELFARE BENEFITS PLAN
Mixed212 covered·5 carriers
Primary: WELLMARK HEALTH PLAN OF IOWA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$55K39.1%
Other$49K34.8%
Life$19K13.6%
Vision$14K9.9%
Long-term disability$4K2.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 420318333
$839K85.6%1254
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$72K7.4%14212
DELTA DENTAL OF CALIFORNIA
EIN 420959302
D
$55K5.7%1176
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$14K1.4%1116

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PEDERSEN DOWIE CLABBY & MCCAUSLANDWATERLOO, IAUNITED OF OMAHA LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, DELTA DENTAL OF IOWA$17K$5K$23K94.5%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$1K$1K5.5%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
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