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Sponsor portfolioWelfare / HealthEIN 27-3854827
SP INVESTMENTS III, LLC
2315 4TH AVENUE, SUITE 400 · SEATTLE, WA 98121
2067530970
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$540K
No prior year
Persons covered
652
No prior year
Total participants
494
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 |
|---|---|---|---|
| Dental | $339K | 40.2% | |
| Life | $152K | 18.0% | |
| Short-term disability | $152K | 18.0% | |
| Other | $152K | 18.0% | |
| Vision | $48K | 5.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910621480 | D | $339K | 62.9% | 1 | 1 | 652 |
EIN 135581829 | LSTDOth | $152K | 28.2% | 1 | 1 | 490 |
EIN 237089668 | V | $48K | 8.9% | 1 | 1 | 382 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF WASHINGTON, VISION SERVICE PLAN | $38K | $7K | $46K | 77.2% | 1 |
| CONNEXION INSURANCE SOLUTIONS | LOS ANGELES, CA | METROPOLITAN LIFE INSURANCE COMPANY | $13K | $72 | $13K | 22.8% | 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