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Sponsor portfolioWelfare / HealthEIN 27-4448961

LENDIO, INC.

4100 NORTH CHAPEL RIDGE ROAD · LEHI, UT 84043
8018583664
Plans filed
1
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
636
No prior year
Total participants
476
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.5M
LENDIO HEALTH AND WELFARE PLAN
Mixed636 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M45.5%
Prescription drug$3.3M45.5%
Other$168K2.3%
Life$150K2.1%
Short-term disability$150K2.1%
Long-term disability$150K2.1%
Vision$37K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 200446713
HRxOth
$3.3M94.4%12567
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$150K4.3%11366
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$37K1.0%11636
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$9K0.2%1138

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$24K$120K$144K97.5%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$0$3K$3K1.7%1
D'ANN DABELLLAYTON, UTPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$760$0$7600.5%1
IMA, INC.SALT LAKE CITY, UTPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$230$0$2300.2%1
KIMBERLY N. HARDINLONG ISLAND CITY, NYPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$161$0$1610.1%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
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