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Sponsor portfolioWelfare / HealthEIN 27-2935244
MUFG INVESTOR SERVICES (US) LLC
805 KING FARM BLVD · ROCKVILLE, MD 20850
2406144903
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
195
No prior year
Total participants
126
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 |
|---|---|---|---|
| Health | $1.9M | 81.4% | |
| Life | $127K | 5.3% | |
| Other | $127K | 5.3% | |
| Short-term disability | $95K | 4.0% | |
| Long-term disability | $95K | 4.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $1.9M | 93.8% | 1 | 1 | 195 |
EIN 010278678 | LSTDLTDOth | $127K | 6.2% | 1 | 2 | 121 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $20K | $89K | $108K | 94.5% | 1 |
| MCCLELLAN, DAVID J | REINHOLDS, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $6K | $6K | 5.5% | 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