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Sponsor portfolioWelfare / HealthEIN 20-2480800
FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS
6500 INTERNATIONAL PKWY, SUITE 2050 · PLANO, TX 75093
6508513334
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$10.7M
No prior year
Persons covered
5,500
No prior year
Total participants
5,225
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $7.3M | 26.7% | |
| Prescription drug | $7.3M | 26.7% | |
| Other | $3.4M | 12.4% | |
| Life | $3.1M | 11.4% | |
| Short-term disability | $3.1M | 11.4% | |
| Long-term disability | $3.1M | 11.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $7.3M | 68.3% | 1 | 2 | 934 |
EIN 060838648 | LSTDLTDOth | $3.1M | 29.0% | 1 | 1 | 2,325 |
EIN 461777570 | Oth | $287K | 2.7% | 1 | 1 | 5,500 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DALLAS, TX | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, HARTFORD LIFE AND ACCIDENT | $378K | $120K | $498K | 94.7% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | HARTFORD LIFE AND ACCIDENT | $25K | $3K | $28K | 5.3% | 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