Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 26-0589951
OAKS SENIOR LIVING LLC
1111 ALDERMAN DRIVE · ALPHARETTA, GA 30005
7708884683
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
1,290
No prior year
Total participants
486
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 |
|---|---|---|---|
| Health | $3.6M | 47.7% | |
| Dental | $651K | 8.7% | |
| Vision | $651K | 8.7% | |
| Life | $651K | 8.7% | |
| Short-term disability | $651K | 8.7% | |
| Long-term disability | $651K | 8.7% | |
| Other | $651K | 8.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $3.6M | 84.5% | 1 | 1 | 1,290 |
EIN 135123390 | DVLSTDLTDOth | $651K | 15.5% | 1 | 1 | 1,170 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ATLANTA, GA | THE GUARDIAN INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $68K | $212K | $280K | 87.4% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | THE GUARDIAN INSURANCE COMPANY | $40K | $0 | $40K | 12.6% | 1 |
History & trajectory
8 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