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Sponsor portfolioWelfare / HealthEIN 20-2605791
HOPEBRIDGE, LLC
10500 BRECKENRIDGE DRIVE · CARMEL, IN 46033
3176070946
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
4,294
No prior year
Total participants
4,391
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 |
|---|---|---|---|
| Other | $2.3M | 33.6% | |
| Dental | $1.3M | 18.8% | |
| Life | $1.0M | 14.8% | |
| Short-term disability | $1.0M | 14.8% | |
| Long-term disability | $1.0M | 14.8% | |
| Vision | $235K | 3.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DLSTDLTDOth | $2.3M | 90.9% | 1 | 2 | 4,294 |
EIN 061227840 | V | $235K | 9.1% | 1 | 1 | 1,938 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | CARMEL, IN | LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $371K | $13K | $385K | 57.3% | 1 |
| STEELE INSURANCE | INDIANAPOLIS, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $94K | $49K | $143K | 21.2% | 1 |
| SELERIX INSURANCE SERVICES, LLC | MCKINNEY, TX | LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $74K | $74K | 10.9% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $71K | $71K | 10.6% | 1 |
| WATCH TOWER TECHNOLOGIES INC | CHICAGO, IL | VISION SERVICE PLAN | -$1 | $0 | -$1 | -0.0% | 1 |
History & trajectory
9 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