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Sponsor portfolioWelfare / HealthEIN 26-1589507
GENEVA FINANCIAL, LLC
3155 SOUTH PRICE ROAD · CHANDLER, AZ 85248
4803682000
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$869K
No prior year
Persons covered
367
No prior year
Total participants
214
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 | $607K | 31.8% | |
| Dental | $607K | 31.8% | |
| Life | $217K | 11.3% | |
| Short-term disability | $217K | 11.3% | |
| Other | $217K | 11.3% | |
| Vision | $45K | 2.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HD | $607K | 69.8% | 1 | 1 | 217 |
EIN 381082080 | LSTDOth | $217K | 24.9% | 1 | 1 | 367 |
EIN 061227840 | V | $45K | 5.2% | 1 | 1 | 192 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $99K | $9K | $108K | 79.3% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | ALBUQUERQUE, NM | VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $28K | $0 | $28K | 20.7% | 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