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Sponsor portfolioWelfare / HealthEIN 26-0855703

MCDONALD WHOLESALE LLC

2350 WEST BROADWAY · EUGENE, OR 97402
5413458421
Plans filed
1
Years active
2021–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$103K
No prior year
Persons covered
187
No prior year
Total participants
187
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$103K
MCDONALD WHOLESALE HEALTH & WELFARE BENEFIT PLAN
Mixed187 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$81K27.2%
Life$81K27.2%
Other$81K27.2%
Short-term disability$32K10.9%
Vision$23K7.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLOth
$48K46.7%11187
AFLAC
EIN 822723296
DLSTDOth
$32K31.3%1123
VISION SERVICE PLAN
EIN 061227840
V
$23K22.0%11132

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN$5K$2K$7K56.0%1
MICHAEL W. ATTERBERRYEUGENE, ORAFLAC$4K$0$4K32.0%1
NOAH BAILEYMEDFORD, ORAFLAC$381$0$3813.3%1
JAMES S SARANTISPORTLAND, ORAFLAC$370$0$3703.2%1
MARCI MARIE OTISROSEBURG, ORAFLAC$225$0$2251.9%1
SUZANNE TERRACCIANOEUGENE, ORAFLAC$188$0$1881.6%1
CODY JAMES FALKOSKIFORT JONES, CAAFLAC$158$0$1581.4%1
JEROMY E. CILLEYEUGENE, ORAFLAC$93$0$930.8%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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