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Sponsor portfolioWelfare / HealthEIN 27-4328606
PHOENIX SENIOR LIVING
10933 CRABAPPLE ROAD · ROSWELL, GA 30075
6782142900
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,549
No prior year
Total participants
1,551
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 | $1.2M | 28.3% | |
| Dental | $1.2M | 28.3% | |
| Vision | $1.2M | 28.3% | |
| Other | $276K | 6.7% | |
| Short-term disability | $206K | 5.0% | |
| Life | $139K | 3.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 581638390 | HDV | $1.2M | 68.1% | 1 | 1 | 1,126 |
EIN 360883760 | LSTDOth | $346K | 20.2% | 1 | 3 | 1,549 |
EIN 135123390 | Oth | $200K | 11.7% | 1 | 1 | 424 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RALEIGH, NC | RELIANCE STANDARD LIFE INSURANCE COMPANY, GUARDIAN, BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $253K | $34K | $287K | 88.1% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | GUARDIAN | $39K | $0 | $39K | 11.9% | 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