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Sponsor portfolioWelfare / HealthEIN 26-3297560
CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC
130 CALO LANE · LAKE OZARK, UT 65049
8669171389
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$397K
No prior year
Persons covered
1,239
No prior year
Total participants
1,239
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 |
|---|---|---|---|
| Other | $397K | 29.2% | |
| Life | $321K | 23.6% | |
| Short-term disability | $321K | 23.6% | |
| Long-term disability | $321K | 23.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $321K | 80.8% | 1 | 1 | 1,239 |
EIN 362739571 | Oth | $76K | 19.2% | 1 | 1 | 440 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITED HEALTHCARE INSURANCE COMPANY | $44K | $0 | $44K | 83.1% | 1 |
| EAST REGION | KING OF PRUSSIA, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $6K | $6K | 10.8% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $3K | $3K | 6.1% | 1 |
History & trajectory
10 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