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Sponsor portfolioWelfare / HealthEIN 20-4730205
ALDRICH SERVICES, LLP
5665 SW MEADOWS ROAD #200 · LAKE OSWEGO, OR 97035
5035857774
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$605K
No prior year
Persons covered
381
No prior year
Total participants
331
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 |
|---|---|---|---|
| Stop-loss | $349K | 57.6% | |
| Long-term disability | $124K | 20.5% | |
| Life | $56K | 9.3% | |
| Vision | $32K | 5.4% | |
| Dental | $31K | 5.1% | |
| Short-term disability | $13K | 2.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $349K | 57.6% | 1 | 1 | 312 |
EIN 930242990 | LSTDLTD | $193K | 31.9% | 1 | 3 | 381 |
EIN 061227840 | V | $32K | 5.4% | 1 | 1 | 266 |
EIN 931171647 | D | $31K | 5.1% | 1 | 1 | 68 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | SUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN | $33K | $0 | $33K | 100.0% | 1 |
History & trajectory
4 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