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Sponsor portfolioWelfare / HealthEIN 81-3577314
OUTLOOK GROUP, LLC
1180 AMERICAN DRIVE · NEENAH, WI 54956
9207278566
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$109K
No prior year
Persons covered
337
No prior year
Total participants
224
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 |
|---|---|---|---|
| Other | $84K | 31.1% | |
| Life | $81K | 29.9% | |
| Long-term disability | $81K | 29.9% | |
| Vision | $25K | 9.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LLTDOth | $84K | 77.4% | 1 | 2 | 224 |
EIN 430949844 | V | $25K | 22.6% | 1 | 1 | 337 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PENTRA LLC | BERWYN, PA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO., LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 58.0% | 1 |
| JAMES R NELLIGAN & ASSOCS LLC | WALL TOWNSHIP, NJ | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 40.3% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $189 | $189 | 1.7% | 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