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Sponsor portfolioWelfare / HealthEIN 56-2570870

POTAWATOMI BUSINESS DEVELOPMENT CORPORATION

833 E. MICHIGAN ST · MILWAUKEE, WI 53202
4142909489
Plans filed
1
Years active
2023–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
299
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #513$2.7M
POTAWATOMI BUSINESS DEVELOPMENT CORP WRAP PLAN
Fully insured299 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M52.6%
Dental$2.2M44.1%
Other$46K0.9%
Long-term disability$44K0.9%
Short-term disability$41K0.8%
Vision$20K0.4%
Life$12K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HD
$2.6M94.4%12180
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$132K4.8%14146
SUPERIOR VISION PLAN OF TEXAS
EIN 391736329
V
$20K0.7%11299

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASUPERIOR VISION PLAN, UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$45K$4K$49K82.1%1
ASSUREDPARTNERSELMWOOD PARK, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$5K$5K9.1%1
COMPASS BENEFIT SPECIALISTS INC.BROOKFIELD, WIUNITEDHEALTHCARE INSURANCE COMPANY$5K$0$5K8.9%1

History & trajectory

3 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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