Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 20-3323857
CASTLELAKE L.P.
250 NICOLLET MALL, SUITE 900 · MINNEAPOLIS, MN 55401
6128513000
- Plans filed
- 5
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
377
No prior year
Total participants
161
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$4.1M
CASTLELAKE, L.P. WELFARE & BENEFIT PLAN
Fully insured377 covered·3 carriers
Primary: HEALTHPARTNERS, INC.
Plan #505$288K
CASTLELAKE, L. P. , LIFE INSURANCE BENEFIT PLAN
Fully insured132 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$149K
CASTLELAKE, L. P. , DENTAL BENEFIT PLAN
Fully insured326 covered·1 carrier
Primary: HEALTHPARTNERS, INC.
Plan #503$27K
CASTLELAKE, L. P. , VISION BENEFIT PLAN
Fully insured120 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$3K
CASTLELAKE, L. P. , EMPLOYEE ASSISTANCE PROGRAM BENEFIT PLAN
Fully insured130 covered·1 carrier
Primary: HEALTHPARTNERS, INC.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $4.1M | 25.4% | |
| Health | $3.8M | 23.7% | |
| Dental | $3.8M | 23.7% | |
| Prescription drug | $3.8M | 23.7% | |
| Life | $275K | 1.7% | |
| Long-term disability | $275K | 1.7% | |
| Vision | $36K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411693838 | HRxDOth | $3.8M | 92.5% | 1 | 1 | 377 |
EIN 010278678 | LLTDOth | $275K | 6.7% | 1 | 1 | 161 |
EIN 061227840 | V | $36K | 0.9% | 1 | 1 | 157 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, HEALTHPARTNERS, INC. | $157K | $10K | $168K | 100.0% | 1 |
History & trajectory
7 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