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Sponsor portfolioWelfare / HealthEIN 84-3250475
METSO MCCLOSKY USA LLC DBA LIPPMANN MILWAUKEE
3271 E VAN NORMAN AVENUE · CUDAHY, WI 53110
4147442565
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 33
- Latest filing
- 2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
101
No prior year
Total participants
71
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 | $1.1M | 67.2% | |
| Dental | $220K | 13.7% | |
| Vision | $220K | 13.7% | |
| Short-term disability | $34K | 2.1% | |
| Other | $32K | 2.0% | |
| Life | $19K | 1.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390138065 | HDV | $1.1M | 95.9% | 1 | 2 | 61 |
EIN 390989781 | LSTDOth | $34K | 3.0% | 1 | 2 | 101 |
EIN 570144607 | Oth | $12K | 1.1% | 1 | 1 | 16 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENECO | BROOKFIELD, WI | TRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, BLUE CROSS & BLUE SHIELD OF WISCONSIN | $27K | $10K | $37K | 91.9% | 1 |
| DISABILITY RMS | PORTLAND, ME | TRANSAMERICA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 4.7% | 1 |
| STERLING WEALTH MANAGEMENT LLC | GERMANTOWN, WI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $541 | $0 | $541 | 1.3% | 1 |
| GARSON FINANCIAL SERVICES S C | MILWAUKEE, WI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $315 | $13 | $328 | 0.8% | 1 |
| HOWARD J HOROWITZ | CARMEL, IN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $224 | $67 | $291 | 0.7% | 1 |
| DELORES A MENDELS | GREENVILLE, WI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $187 | $0 | $187 | 0.5% | 1 |
History & trajectory
2 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