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Sponsor portfolioWelfare / HealthEIN 32-0285326
CLASS VALUATION, LLC
2600 BELLINGHAM DRIVE · TROY, MI 48083
2489559580
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$7.1M
No prior year
Persons covered
935
No prior year
Total participants
617
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 | $6.2M | 44.6% | |
| Prescription drug | $6.2M | 44.6% | |
| Other | $469K | 3.4% | |
| Life | $350K | 2.5% | |
| Dental | $316K | 2.3% | |
| Short-term disability | $224K | 1.6% | |
| Long-term disability | $80K | 0.6% | |
| Vision | $56K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | HRx | $6.2M | 87.0% | 1 | 1 | 935 |
EIN 010278678 | LSTDLTDOth | $531K | 7.5% | 1 | 6 | 604 |
EIN 381791480 | D | $316K | 4.4% | 1 | 1 | 873 |
EIN 430949844 | V | $56K | 0.8% | 1 | 1 | 786 |
EIN 731016728 | Oth | $17K | 0.2% | 1 | 1 | 58 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | TROY, MI | UNUM LIFE INSURANCE COMPANY OF AMERICA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNUM INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MICHIGAN, EYEMED VISION CARE | $105K | $17K | $121K | 56.4% | 1 |
| CHRISTOPHER M BOUSCHET | TROY, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $56K | $0 | $56K | 26.1% | 1 |
| REBECCA A MCLAUGHLAN | TROY, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $36K | $0 | $36K | 16.7% | 1 |
| TRACY KATZ LLC | BIRMINGHAM, MI | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 0.7% | 1 |
| KAUFMAN INSURANCE & FINANCIAL GROUP | FARMINGTON HILLS, MI | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $22 | $0 | $22 | 0.0% | 1 |
History & trajectory
8 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