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Sponsor portfolioWelfare / HealthEIN 20-5946937
MERIDIAN EXECUTIVE SERVICES, LLC
1443 WEST 800 NORTH · OREM, UT 84057
8016554950
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$387K
No prior year
Persons covered
1,541
No prior year
Total participants
1,541
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 |
|---|---|---|---|
| Life | $314K | 23.6% | |
| Short-term disability | $314K | 23.6% | |
| Long-term disability | $314K | 23.6% | |
| Other | $314K | 23.6% | |
| Vision | $73K | 5.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860222062 | LSTDLTDOth | $314K | 81.1% | 1 | 1 | 1,541 |
EIN 061227840 | V | $73K | 18.9% | 1 | 1 | 942 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MORETON & COMPANY | SALT LAKE CITY, UT | VISION SERVICE PLAN, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $46K | $0 | $46K | 74.6% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $16K | $16K | 25.4% | 1 |
| EMPLOYEE NAVIGATOR, LLC | BETHESDA, MD | VISION SERVICE PLAN | $32 | $0 | $32 | 0.1% | 1 |
History & trajectory
2 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