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Sponsor portfolioWelfare / HealthEIN 46-0986717

DUFRESNE SPENCER GROUP, LLC

PO BOX 250 · ARCADIA, WI 54612
9015098860
Plans filed
2
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
2,356
No prior year
Total participants
1,596
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.5M
DUFRESNE SPENCER GROUP HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed2,356 covered·3 carriers
Primary: DELTA DENTAL OF TENNESSEE
Plan #501$0
DUFRESNE SPENCER GROUP FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$551K30.3%
Life$320K17.6%
Other$320K17.6%
Short-term disability$276K15.1%
Long-term disability$222K12.2%
Vision$132K7.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$818K54.5%131,402
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$551K36.7%112,356
VISION SERVICE PLAN
EIN 061227840
V
$132K8.8%111,339

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESBRENTWOOD, TNDELTA DENTAL OF TENNESSEE, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$173K$15K$188K82.2%1
UKG INCATLANTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$41K$41K17.8%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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