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Sponsor portfolioWelfare / HealthEIN 13-5266605
INVESTMENT COMPANY INSTITUTE
1401 H STREET NW · WASHINGTON, DC 20005
2023265800
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 81
- Latest filing
- 2024
Total premiums (latest)
$4.7M
No prior year
Persons covered
583
No prior year
Total participants
213
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.3M | 23.4% | |
| Dental | $4.3M | 23.4% | |
| Vision | $4.3M | 23.4% | |
| Prescription drug | $4.3M | 23.4% | |
| Other | $402K | 2.2% | |
| Life | $393K | 2.1% | |
| Long-term disability | $384K | 2.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521358219 | HRxDV | $4.3M | 91.4% | 1 | 1 | 418 |
EIN 010278678 | LLTDOth | $384K | 8.2% | 1 | 1 | 166 |
EIN 350145825 | LOth | $8K | 0.2% | 1 | 1 | 163 |
EIN 540620889 | Oth | $5K | 0.1% | 1 | 1 | 165 |
EIN 250687550 | Oth | $4K | 0.1% | 1 | 1 | 161 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | CAREFIRST BLUECROSS BLUESHIELD, UNUM LIFE INSURANCE COMPANY OF AMERICA, NATIONAL UNION FIRE INSURANCE CO. OF PITTSBURGH, PA, AMERICAN UNITED LIFE | $9K | $56K | $65K | 47.6% | 1 |
| USI INSURANCE SERVICES LLC | HUNT VALLEY, MD | CAREFIRST BLUECROSS BLUESHIELD, UNUM LIFE INSURANCE COMPANY OF AMERICA, AMERICAN UNITED LIFE | $5K | $49K | $53K | 39.2% | 1 |
| EMPLOYEE BENEFITS CORP OF AMERICA | MCLEAN, VA | CAREFIRST BLUECROSS BLUESHIELD | $0 | $10K | $10K | 7.3% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $8K | $8K | 5.8% | 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