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Sponsor portfolioWelfare / HealthEIN 13-3248641

THE ALEXANDER GROUP, INC.

8800 EAST RAINTREE DRIVE · SCOTTSDALE, AZ 85260
4803155813
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$163K
No prior year
Persons covered
228
No prior year
Total participants
243
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$163K
THE ALEXANDER GROUP, INC. HEALTH AND WELFARE PLAN
Mixed228 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$139K23.9%
Short-term disability$139K23.9%
Long-term disability$139K23.9%
Other$139K23.9%
Vision$24K4.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$139K85.0%11228
VISION SERVICE PLAN
EIN 061227840
V
$24K15.0%11154

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCATLANTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$22K$7K$29K100.0%1

History & trajectory

9 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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