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Sponsor portfolioWelfare / HealthEIN 30-0595667
KAIZEN ASSET MANAGEMENT, LLC
2015 NW 39TH STREET, SUITE 201B · LINCOLN CITY, OR 97367
6198089101
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$1000K
No prior year
Persons covered
203
No prior year
Total participants
203
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 | $888K | 40.7% | |
| Prescription drug | $888K | 40.7% | |
| Dental | $111K | 5.1% | |
| Vision | $99K | 4.5% | |
| Life | $99K | 4.5% | |
| Other | $99K | 4.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930438772 | HRx | $888K | 88.9% | 1 | 1 | 95 |
EIN 135123390 | DVLOth | $99K | 9.9% | 1 | 1 | 203 |
EIN 931171647 | D | $13K | 1.3% | 1 | 1 | 31 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | TIGARD, OR | MODA HEALTH PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, WILLAMETTE DENTAL INSURANCE, INC. | $38K | $618 | $38K | 102.6% | 1 |
| MJ INSURANCE | MCMINNVILLE, OR | MODA HEALTH PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | -$1K | $458 | -$959 | -2.6% | 1 |
History & trajectory
5 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