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Sponsor portfolioWelfare / HealthEIN 26-3304251
THE WEALSHIRE LLC
4555 MOHAWK DRIVE · MEDINA, MN 55340
9523451900
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$85K
No prior year
Persons covered
130
No prior year
Total participants
123
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $50K | 32.6% | |
| Long-term disability | $50K | 32.6% | |
| Other | $28K | 18.3% | |
| Life | $18K | 11.7% | |
| Vision | $7K | 4.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $78K | 91.4% | 1 | 6 | 122 |
EIN 430949844 | V | $7K | 8.6% | 1 | 1 | 130 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ORLAND PARK, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $10K | $3K | $13K | 96.4% | 1 |
| THE HORTON GROUP | ORLAND PARK, IL | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $497 | $0 | $497 | 3.6% | 1 |
History & trajectory
7 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