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Sponsor portfolioWelfare / HealthEIN 23-7086112

CODAC HEALTH, RECOVERY & WELLNESS

4585 E. SPEEDWAY BLVD. · TUCSON, AZ 85712
5202021730
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$345K
No prior year
Persons covered
409
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$345K
CODAC HEALTH, RECOVERY & WELLNESS WELFARE PLAN
Mixed409 covered·4 carriers
Primary: AMERITAS LIFE INSURANCE CORP.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$170K31.3%
Dental$141K26.0%
Short-term disability$89K16.4%
Life$57K10.4%
Other$57K10.4%
Long-term disability$30K5.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$141K41.0%11409
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$135K39.0%14210
AFLAC
EIN 580663085
STD
$41K11.7%1146
VISION SERVICE PLAN
EIN 061227840
V
$28K8.2%11159

Broker overview

32 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHUNITED OF OMAHA LIFE INSURANCE COMPANY, AFLAC, AMERITAS LIFE INSURANCE CORP.$25K$9K$34K84.7%1
NICHOLAS J DONIASAHUARITA, AZAFLAC$1K$60$2K3.8%1
TREVOR BRYAN DAVISTUCSON, AZAFLAC$1K$172$1K2.9%1
BRENDAN M BILLSONTUCSON, AZAFLAC$1K$10$1K2.6%1
CATHERINE DAVISTUCSON, AZAFLAC$1K$0$1K2.6%1
KELLY MCGARRYTUCSON, AZAFLAC$603$43$6461.6%1
SETH G KNOWLTONORO VALLEY, AZAFLAC$216$0$2160.5%1
MICHAEL FATHERREEALBA, TXAFLAC$103$0$1030.3%1
ZAKERY ALLEN HARLOWPHOENIX, AZAFLAC$74$0$740.2%1
MARK J MATSOCK & ASSOCIATES INCSCOTTSDALE, AZAFLAC$43$0$430.1%1
SANDRA L SARFFTUCSON, AZAFLAC$35$0$350.1%1
DAVID R LATTIMERGLENDALE, AZAFLAC$31$0$310.1%1
JACOB C ECHOLSGILBERT, AZAFLAC$28$0$280.1%1
JACOB CARTERTUCSON, AZAFLAC$27$0$270.1%1
SANDBROOK BENEFITS GROUP LLCTUCSON, AZAFLAC$23$0$230.1%1
MARK HILLTUCSON, AZAFLAC$16$0$160.0%1
ERIC JOHNSONMESA, AZAFLAC$14$0$140.0%1
JONATHAN ANDREW FERGUSONCHARLOTTE, NCAFLAC$12$0$120.0%1
DANA OLIVIA KELDERMANTUCSON, AZAFLAC$10$0$100.0%1
JOHN PATTONCORONA, CAAFLAC$9$0$90.0%1
KIMBERLY WEBBSURPRISE, AZAFLAC$9$0$90.0%1
DONALD GREENGREEN VALLEY, AZAFLAC$8$0$80.0%1
ESPENSCHIED BUSINESS GROUP LLCSCOTTSDALE, AZAFLAC$6$0$60.0%1
SHARON MCKELVEYGRAND JUNCTION, COAFLAC$4$0$40.0%1
CHAD P SCHNEIDERWOODLAND HILLS, CAAFLAC$3$0$30.0%1
SHAWN HOLTORFGLENDALE, AZAFLAC$3$0$30.0%1
JEFFREY S GIBSONCONSHOHOCKEN, PAAFLAC$2$0$20.0%1
MICHAEL G GLADNICKMESA, AZAFLAC$2$0$20.0%1
NATALIE MALHAMPHOENIX, AZAFLAC$2$0$20.0%1
MICHAEL J MCNAUGHTONWEST MONROE, LAAFLAC$2$0$20.0%1
JEFFREY A KLEINMAN SRPHOENIX, AZAFLAC$1$0$10.0%1
LAUREL L HARLOWPHOENIX, AZAFLAC$1$0$10.0%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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