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Sponsor portfolioWelfare / HealthEIN 26-0776882

ANDERSON SECURITY AGENCY, LTD

2555 WEST MORNINGSIDE DRIVE · PHOENIX, AZ 85023
6023317000
Plans filed
3
Years active
2020–2024
Industry
NAICS 56
Latest filing
2024
Total premiums (latest)
$945K
No prior year
Persons covered
150
No prior year
Total participants
150
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$945K
ANDERSON SECURITY AGENCY, LTD WELFARE PLANS
Fully insured150 covered·7 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA
Plan #503$121K
SUNLIFE
Fully insured106 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$13K
ANDERSON SECURITY AGENCY, LTD - VISION
Fully insured119 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$639K29.7%
Prescription drug$639K29.7%
Other$290K13.5%
Life$188K8.8%
Long-term disability$188K8.8%
Dental$178K8.3%
Vision$16K0.7%
Short-term disability$10K0.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$639K67.6%1194
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLLTDOth
$178K18.9%11122
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$84K8.8%11116
VISION SERVICE PLAN
EIN 061227840
V
$16K1.6%11150
AFLAC
EIN 822723296
Oth
$14K1.5%1111
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$10K1.0%1110
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$4K0.4%1113

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS ARIZONA INCTEMPE, AZBLUE CROSS BLUE SHIELD OF ARIZONA, AFLAC, UNUM LIFE INSURANCE COMPANY OF AMERICA, TRANSAMERICA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$65K$0$65K89.4%1
PARAGON PARTNERS LTDSCOTTSDALE, AZTRANSAMERICA LIFE INSURANCE COMPANY$4K$0$4K5.1%1
LEAVITT GROUPCEDAR CITY, UTTRANSAMERICA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$1K$0$1K1.4%1
ARIZONA BENEFIT CONSULTANTS LLCPHOENIX, AZTRANSAMERICA LIFE INSURANCE COMPANY$835$0$8351.2%1
KAREN PICCININISCOTTSDALE, AZAFLAC$655$0$6550.9%1
NANCY ELLEN CARLSONSUN CITY, AZAFLAC$385$0$3850.5%1
WILLIAM HARRELGLENDALE, AZPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$353$0$3530.5%1
ORIN LEE WILLIAMSROCHESTER HILLS, MIAFLAC$349$0$3490.5%1
DAVID R LATTIMERGLENDALE, AZAFLAC$134$0$1340.2%1
DENNEY MOLLIHAN INCGILBERT, AZTRANSAMERICA LIFE INSURANCE COMPANY$93$0$930.1%1
JASON PERKINSGILBERT, AZAFLAC$81$0$810.1%1
LANCE D THORSONWATERTOWN, SDAFLAC$60$0$600.1%1

History & trajectory

5 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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