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Sponsor portfolioWelfare / HealthEIN 93-2438344
DIMEGLIO FINANCIAL GOUP LLC
330 E. KILBOURN AVE · MILWAUKEE, WI 53202
4142036057
- Plans filed
- 2
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$90K
No prior year
Persons covered
258
No prior year
Total participants
258
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$85K
DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LT DISABILITY INSURANCE
Fully insured129 covered·1 carrier
Primary: NORTHWESTERN MUTUAL
Plan #501$6K
DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LIFE INSURANCE
Fully insured129 covered·1 carrier
Primary: NORTHWESTERN MUTUAL
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $85K | 93.9% | |
| Life | $6K | 6.1% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390509570 | LLTD | $90K | 100.0% | 2 | 2 | 258 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JEROD THOMAS SPAETH | MILWAUKEE, WI | NORTHWESTERN MUTUAL | $5K | $1K | $7K | 84.8% | 2 |
| DI MEGLIO FNCL GRP LLC | MILWAUKEE, WI | NORTHWESTERN MUTUAL | $1K | $132 | $1K | 15.2% | 2 |
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