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Sponsor portfolioWelfare / HealthEIN 20-5557600

AMERICAN ACADEMY HOLDINGS, LLC

2233 S PRESIDENTS DR STE F · SALT LAKE CITY, UT 84120
8012362201
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$263K
No prior year
Persons covered
391
No prior year
Total participants
263
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$263K
AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed391 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$151K53.9%
Short-term disability$51K18.3%
Long-term disability$38K13.5%
Vision$22K7.9%
Life$18K6.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$189K71.9%15263
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
STD
$51K19.6%1184
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$22K8.5%11391

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS BENEFITS INCSOUTH SALT LAKE, UTAMERITAS LIFE INSURANCE CORP, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$20K$7K$27K70.6%1
EMPLOYEE NAVIGATOR, LLCSOUTH SALT LAKE, UTAMERICAN HERITAGE LIFE INSURANCE COMPANY$10K$0$10K25.7%1
MORETON & COMPANYSALT LAKE CITY, UTAMERICAN HERITAGE LIFE INSURANCE COMPANY$1K$0$1K3.8%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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