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Sponsor portfolioWelfare / HealthEIN 27-0972875

YOUTH OPPORTUNITY INVESTMENTS, LLC

12775 HORSEFERRY RD., STE 230 · CARMEL, IN 46032
3175878880
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,638
No prior year
Total participants
933
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
YOUTH OPPORTUNITY INVESTMENTS HEALTH AND WELFARE PLAN
Mixed1,638 covered·4 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.5M76.4%
Other$238K12.5%
Life$156K8.2%
Short-term disability$53K2.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
SL
$1.5M83.3%11933
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$148K8.5%151,555
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDOth
$144K8.2%151,638

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$35K$65$35K82.7%1
STANLEY, PAUL JNORTH CHARLESTON, SCUNUM INSURANCE COMPANY$6K$0$6K13.4%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA$0$2K$2K3.9%1

History & trajectory

9 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
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