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Sponsor portfolioWelfare / HealthEIN 68-0524298
ANNEX WEALTH MANAGEMENT
17950 W. CORPORATE DR. · BROOKFIELD, WI 53045
2627866363
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
188
No prior year
Total participants
154
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 | $1.4M | 76.7% | |
| Dental | $85K | 4.7% | |
| Other | $81K | 4.5% | |
| Life | $80K | 4.5% | |
| Short-term disability | $80K | 4.5% | |
| Long-term disability | $80K | 4.5% | |
| Vision | $12K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.4M | 88.5% | 1 | 1 | 188 |
EIN 396094742 | D | $85K | 5.5% | 1 | 1 | 86 |
EIN 010278678 | LSTDLTDOth | $80K | 5.1% | 1 | 1 | 145 |
EIN 203212328 | V | $12K | 0.8% | 1 | 1 | 90 |
EIN 233080019 | Oth | $1K | 0.1% | 1 | 1 | 158 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COTTINGHAM & BUTLER | DUBUQUE, IA | DELTA DENTAL OF WISCONSIN, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $25K | $39K | 100.0% | 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