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Sponsor portfolioWelfare / HealthEIN 20-3561128

MORNINGSTAR SENIOR MANAGEMENT, LLC

7887 EAST BELLEVIEW AVENUE · ENGLEWOOD, CO 80111
3037505522
Plans filed
5
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
2,344
No prior year
Total participants
2,344
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$1.3M
MORNINGSTAR SENIOR MANAGEMENT WELFARE PLAN
Fully insured237 covered·1 carrier
Primary: REGENCE BLUESHIELD OF IDAHO, INC.
Plan #501$1.2M
MORNINGSTAR SENIOR MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured223 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF COLORADO
Plan #510$1.1M
MORNINGSTAR SENIOR MANAGEMENT, LLC WELFARE BENEFIT PLAN
Mixed2,344 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$59K
MORNINGSTAR SENIOR MANAGEMENT WELFARE PLAN
Fully insured246 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$37K
MORNINGSTAR SENIOR MANAGEMENT WELFARE PLAN
Fully insured301 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.1M16.8%
Dental$1.1M16.6%
Vision$1.1M16.6%
Life$1.1M16.6%
Short-term disability$1.1M16.6%
Long-term disability$1.1M16.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$1.1M99.1%112,344
TELADOC
EIN 043705970
Oth
$10K0.9%111,171

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PROPEL INSURANCE AGENCY, LLCTACOMA, WATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$130K$0$130K59.1%1
JENNINGS INSURANCE SERVICESORLANDO, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$46K$0$46K21.1%1
GCG FINANCIAL LLCENGLEWOOD, COTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$43K$43K19.8%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
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