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Sponsor portfolioWelfare / HealthEIN 27-3282959

WEBPT

111 WEST MONROE ST., SUITE 200 · PHOENIX, AZ 85003
8662211870
Plans filed
2
Years active
2016–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
833
No prior year
Total participants
574
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.5M
WEBPT WELFARE BENEFITS PLAN
Mixed833 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #503$555K
CLINICIENT INC HEALTH AND WELFARE BENEFITS PLAN
Mixed274 covered·3 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.0M41.1%
Stop-loss$1.0M41.1%
Life$177K7.0%
Long-term disability$93K3.7%
Short-term disability$70K2.8%
Other$66K2.6%
Vision$44K1.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DSL
$1.0M69.7%11833
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$405K27.3%15436
VISION SERVICE PLAN
EIN 061227840
V
$44K3.0%11367

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCRAONOKE, VALINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$70K$4K$74K100.0%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
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