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Sponsor portfolioWelfare / HealthEIN 26-2292053
THE ALLISON INN AND SPA
2525 ALLISON LANE · NEWBERG, OR 97132
5034760640
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$89K
No prior year
Persons covered
216
No prior year
Total participants
224
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 | $78K | 30.8% | |
| Vision | $78K | 30.8% | |
| Prescription drug | $78K | 30.8% | |
| Dental | $7K | 2.8% | |
| Other | $5K | 1.8% | |
| Life | $4K | 1.5% | |
| Long-term disability | $4K | 1.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362729571 | HRxV | $78K | 87.0% | 1 | 1 | 192 |
EIN 930438772 | D | $7K | 7.9% | 1 | 1 | 155 |
EIN 135581829 | LLTDOth | $4K | 4.1% | 1 | 1 | 216 |
EIN 822723296 | Oth | $888 | 1.0% | 1 | 1 | 9 |
EIN 731016728 | $0 | 0.0% | 1 | 1 | 11 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | MCMINNVILLE, OR | METROPOLITAN LIFE INSURANCE COMPANY, AFLAC, UNITEDHEALTHCARE INSURANCE COMPANY, OREGON DENTAL SERVICE | $932 | $2K | $3K | 96.0% | 1 |
| PINKIY WALKER | HAPPY VALLEY, OR | AFLAC | $91 | $0 | $91 | 2.7% | 1 |
| JINX LIBERATO | SACRAMENTO, CA | AFLAC | $22 | $0 | $22 | 0.7% | 1 |
| JAMES S SARANTIS | PORTLAND, OR | AFLAC | $14 | $0 | $14 | 0.4% | 1 |
| RYAN DONALD AUGHENBAUGH | MULINO, OR | AFLAC | $5 | $0 | $5 | 0.1% | 1 |
| PAUL LANGAS | CAMAS, WA | AFLAC | $2 | $0 | $2 | 0.1% | 1 |
History & trajectory
6 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