Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 20-1188057
MONARCH INVESTMENT AND MANAGEMENT GROUP
2195 NORTH HIGHWAY 83, SUITE 14B · FRANKTOWN, CO 80116
3036077915
- Plans filed
- 6
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
2,240
No prior year
Total participants
2,182
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$1.2M
MONARCH INVESTMENT AND MANAGEMENT GROUP HEALTH AND WELFARE PLAN
Mixed2,240 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #502$573K
MONARCH INVESTMENT AND MANAGEMENT GROUP DENTAL PLAN
Fully insured1,596 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #503$148K
MONARCH INVESTMENT AND MANAGEMENT GROUP VISION PLAN
Fully insured2,008 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #505$47K
MONARCH INVESTMENTS VOLUNTARY PLAN
Mixed571 covered·1 carrier
Primary: CONTINENTAL AMERICAN INSURANCE COMPANY
Plan #504$43K
MONARCH INVESTMENT AND MANAGEMENT GROUP LIFE PLAN
Fully insured1,207 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$0
MONARCH INVESTMENT FSA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $650K | 32.7% | |
| Other | $419K | 21.1% | |
| Life | $376K | 18.9% | |
| Short-term disability | $376K | 18.9% | |
| Vision | $165K | 8.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | D | $650K | 52.7% | 1 | 1 | 1,785 |
EIN 135123390 | LSTDOth | $376K | 30.4% | 1 | 1 | 2,182 |
EIN 135581829 | V | $165K | 13.4% | 1 | 1 | 2,240 |
EIN 731016728 | Oth | $43K | 3.5% | 1 | 1 | 414 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | DENVER, CO | LEGALSHIELD, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $113K | $4K | $117K | 95.4% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 4.6% | 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