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Sponsor portfolioWelfare / HealthEIN 20-3808954

LCS-WESTMINSTER PARTNERSHIP IV LLP

d/b/a SAGEWOOD
4555 E MAYO BLVD · PHOENIX, AZ 85050
4803845801
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
400
No prior year
Total participants
300
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
LCS-WESTMINSTER PARTNERSHIP IV LLP DBA SAGEWOOD
Fully insured400 covered·3 carriers
Primary: BANNER HEALTH AND AETNA HEALTH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M73.3%
Vision$128K4.5%
Life$128K4.5%
Short-term disability$128K4.5%
Long-term disability$128K4.5%
Other$128K4.5%
Dental$118K4.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$2.2M94.5%12392
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
VLSTDLTDOth
$128K5.5%11400

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESTEMPE, AZBANNER HEALTH AND AETNA HEALTH$0$59K$59K89.5%1
THOMAS ALLEN GIBSONPHOENIX, AZUNITEDHEALTHCARE INSURANCE COMPANY, BANNER HEALTH AND AETNA HEALTH$161$5K$5K7.7%1
MARREEL SLATER INSURANCE LLCTEMPE, AZUNITEDHEALTHCARE INSURANCE COMPANY$2K$0$2K2.8%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
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