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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Vision | $170K | 31.3% | |
| Dental | $141K | 26.0% | |
| Short-term disability | $89K | 16.4% | |
| Life | $57K | 10.4% | |
| Other | $57K | 10.4% | |
| Long-term disability | $30K | 5.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470098400 | DV | $141K | 41.0% | 1 | 1 | 409 |
EIN 470322111 | LSTDLTDOth | $135K | 39.0% | 1 | 4 | 210 |
EIN 580663085 | STD | $41K | 11.7% | 1 | 1 | 46 |
EIN 061227840 | V | $28K | 8.2% | 1 | 1 | 159 |
Broker overview
32 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | CINCINNATI, OH | UNITED OF OMAHA LIFE INSURANCE COMPANY, AFLAC, AMERITAS LIFE INSURANCE CORP. | $25K | $9K | $34K | 84.7% | 1 |
| NICHOLAS J DONIA | SAHUARITA, AZ | AFLAC | $1K | $60 | $2K | 3.8% | 1 |
| TREVOR BRYAN DAVIS | TUCSON, AZ | AFLAC | $1K | $172 | $1K | 2.9% | 1 |
| BRENDAN M BILLSON | TUCSON, AZ | AFLAC | $1K | $10 | $1K | 2.6% | 1 |
| CATHERINE DAVIS | TUCSON, AZ | AFLAC | $1K | $0 | $1K | 2.6% | 1 |
| KELLY MCGARRY | TUCSON, AZ | AFLAC | $603 | $43 | $646 | 1.6% | 1 |
| SETH G KNOWLTON | ORO VALLEY, AZ | AFLAC | $216 | $0 | $216 | 0.5% | 1 |
| MICHAEL FATHERREE | ALBA, TX | AFLAC | $103 | $0 | $103 | 0.3% | 1 |
| ZAKERY ALLEN HARLOW | PHOENIX, AZ | AFLAC | $74 | $0 | $74 | 0.2% | 1 |
| MARK J MATSOCK & ASSOCIATES INC | SCOTTSDALE, AZ | AFLAC | $43 | $0 | $43 | 0.1% | 1 |
| SANDRA L SARFF | TUCSON, AZ | AFLAC | $35 | $0 | $35 | 0.1% | 1 |
| DAVID R LATTIMER | GLENDALE, AZ | AFLAC | $31 | $0 | $31 | 0.1% | 1 |
| JACOB C ECHOLS | GILBERT, AZ | AFLAC | $28 | $0 | $28 | 0.1% | 1 |
| JACOB CARTER | TUCSON, AZ | AFLAC | $27 | $0 | $27 | 0.1% | 1 |
| SANDBROOK BENEFITS GROUP LLC | TUCSON, AZ | AFLAC | $23 | $0 | $23 | 0.1% | 1 |
| MARK HILL | TUCSON, AZ | AFLAC | $16 | $0 | $16 | 0.0% | 1 |
| ERIC JOHNSON | MESA, AZ | AFLAC | $14 | $0 | $14 | 0.0% | 1 |
| JONATHAN ANDREW FERGUSON | CHARLOTTE, NC | AFLAC | $12 | $0 | $12 | 0.0% | 1 |
| DANA OLIVIA KELDERMAN | TUCSON, AZ | AFLAC | $10 | $0 | $10 | 0.0% | 1 |
| JOHN PATTON | CORONA, CA | AFLAC | $9 | $0 | $9 | 0.0% | 1 |
| KIMBERLY WEBB | SURPRISE, AZ | AFLAC | $9 | $0 | $9 | 0.0% | 1 |
| DONALD GREEN | GREEN VALLEY, AZ | AFLAC | $8 | $0 | $8 | 0.0% | 1 |
| ESPENSCHIED BUSINESS GROUP LLC | SCOTTSDALE, AZ | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| SHARON MCKELVEY | GRAND JUNCTION, CO | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| CHAD P SCHNEIDER | WOODLAND HILLS, CA | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| SHAWN HOLTORF | GLENDALE, AZ | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| JEFFREY S GIBSON | CONSHOHOCKEN, PA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| MICHAEL G GLADNICK | MESA, AZ | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| NATALIE MALHAM | PHOENIX, AZ | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| MICHAEL J MCNAUGHTON | WEST MONROE, LA | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| JEFFREY A KLEINMAN SR | PHOENIX, AZ | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| LAUREL L HARLOW | PHOENIX, AZ | AFLAC | $1 | $0 | $1 | 0.0% | 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