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Sponsor portfolioWelfare / HealthEIN 27-2291378

NATIONWIDE SURPLUS, LLC

d/b/a ER2
730 EAST SOUTHERN AVENUE · MESA, AZ 85204
8443720002
Plans filed
1
Years active
2022–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$919K
No prior year
Persons covered
178
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$919K
NATIONWIDE SURPLUS, LLC DBA ER2 HEALTH AND WELFARE PLAN
Fully insured178 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$763K31.0%
Prescription drug$763K31.0%
Dental$156K6.3%
Vision$156K6.3%
Life$156K6.3%
Short-term disability$156K6.3%
Long-term disability$156K6.3%
Other$156K6.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$763K83.0%11156
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$156K17.0%11178

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSCOTTSDALE, AZPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA$67K$0$67K74.2%1
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA$15K$8K$23K25.8%1

History & trajectory

3 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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