Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-0532180
ADVISORS ASSET MANAGEMENT
18925 BASE CAMP ROAD, SUITE 203 · MONUMENT, CO 80132
7194886113
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
331
No prior year
Total participants
257
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$4.3M
ADVISORS ASSET MANAGEMENT HEALTH PLAN
Fully insured331 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$2.3M
ADVISORS ASSET MANAGEMENT HEALTH PLAN
Fully insured550 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #501$195K
ADVISORS ASSET MANAGEMENT HEALTH PLAN
Fully insured249 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.0M | 23.4% | |
| Dental | $4.0M | 23.4% | |
| Vision | $4.0M | 23.4% | |
| Prescription drug | $4.0M | 23.4% | |
| Life | $274K | 1.6% | |
| Short-term disability | $274K | 1.6% | |
| Long-term disability | $274K | 1.6% | |
| Other | $274K | 1.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDV | $4.0M | 93.6% | 1 | 1 | 331 |
EIN 010278678 | LSTDLTDOth | $274K | 6.4% | 1 | 1 | 257 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ATLANTA, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $9K | $9K | 100.0% | 1 |
History & trajectory
11 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