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Sponsor portfolioWelfare / HealthEIN 20-0697269
WHEELER TRIGG O'DONNELL LLP
370 17TH STREET, SUITE 4500 · DENVER, CO 80202
3032441800
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$580K
No prior year
Persons covered
218
No prior year
Total participants
224
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #502$580K
WHEELER TRIGG O'DONNELL LLP EMPLOYEE BENEFITS PLAN
Mixed218 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #510$243K
WHEELER TRIGG ODONNELL LLP GROUP LIFE & AD&D PLAN
Fully insured209 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$141K
WHEELER TRIGG ODONNELL LLP EMPLOYEE DENTAL PLAN
Fully insured99 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #511$122K
WHEELER TRIGG O DONNELL LLP GROUP LTD PLAN
Fully insured205 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #512$31K
WHEELER TRIGG ODONNELL LLP EMPLOYEE VISION PLAN
Fully insured274 covered·1 carrier
Primary: NATIONAL GUARDIAN LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $550K | 35.4% | |
| Life | $487K | 31.3% | |
| Long-term disability | $487K | 31.3% | |
| Vision | $30K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620331200 | LLTDOth | $541K | 93.4% | 1 | 2 | 218 |
EIN 061227840 | V | $30K | 5.2% | 1 | 1 | 157 |
EIN 841028610 | Oth | $8K | 1.4% | 1 | 1 | 199 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | VISION SERVICE PLAN, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $84K | $14K | $99K | 78.1% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $26K | $26K | 20.7% | 1 |
| M FINANCIAL HOLDINGS INC | PORTLAND, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $791 | $791 | 0.6% | 1 |
| FINANCIAL DESIGNS INC | DENVER, CO | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $713 | $0 | $713 | 0.6% | 1 |
| THOMAS CHRISTOPHER SMITH | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14 | $0 | $14 | 0.0% | 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