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Sponsor portfolioWelfare / HealthEIN 23-7305278
TUCSON RESIDENCE FOUNDATION
115 S. SHERWOOD VILLAGE DRIVE · TUCSON, AZ 85710
5207909144
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$39K
No prior year
Persons covered
215
No prior year
Total participants
204
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 |
|---|---|---|---|
| Long-term disability | $33K | 73.6% | |
| Life | $6K | 13.2% | |
| Other | $6K | 13.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LTD | $33K | 84.8% | 1 | 1 | 215 |
EIN 135581829 | LOth | $6K | 15.2% | 1 | 1 | 213 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M & O AGENCIES INC | MESA, AZ | UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY | $5K | $798 | $5K | 76.5% | 1 |
| OROPEZA, NOAH | LITCHFIELD PARK, AZ | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 23.5% | 1 |
Policy details
Latest year, by plan