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Sponsor portfolioWelfare / HealthEIN 26-2594461
COMPLETE MERCHANT SOLUTIONS
727 NORTH 1550 EAST · OREM, UT 84097
8772674324
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 51
- Latest filing
- 2024
Total premiums (latest)
$168K
No prior year
Persons covered
133
No prior year
Total participants
106
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 |
|---|---|---|---|
| Dental | $104K | 35.0% | |
| Other | $49K | 16.6% | |
| Life | $43K | 14.4% | |
| Short-term disability | $43K | 14.4% | |
| Long-term disability | $43K | 14.4% | |
| Vision | $15K | 5.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 200969468 | D | $104K | 61.7% | 1 | 1 | 90 |
EIN 231503749 | LSTDLTDOth | $43K | 25.4% | 1 | 1 | 106 |
EIN 135581829 | V | $15K | 9.1% | 1 | 1 | 133 |
EIN 870462684 | Oth | $6K | 3.8% | 1 | 1 | 106 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MORETON & COMPANY | SALT LAKE CITY, UT | DENTIST DIRECT, LLC, METROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | $0 | $12K | 82.2% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | LIFE INSURANCE COMPANY OF NORTH AMERICA | $931 | $1K | $2K | 15.6% | 1 |
| UNKNOWN | OREM, UT | BLOMQUIST HALE CONSULTING, INC. | $315 | $0 | $315 | 2.1% | 1 |
History & trajectory
2 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