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Sponsor portfolioWelfare / HealthEIN 33-2394145
RM ADVISORY LLC
9780 S. MERIDIAN BLVD., SUITE 500 · ENGLEWOOD, CO 80112
3037216131
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$290K
No prior year
Persons covered
256
No prior year
Total participants
257
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 | $140K | 20.5% | |
| Life | $131K | 19.2% | |
| Short-term disability | $131K | 19.2% | |
| Long-term disability | $131K | 19.2% | |
| Other | $131K | 19.2% | |
| Vision | $19K | 2.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | D | $140K | 48.3% | 1 | 1 | 214 |
EIN 381082080 | LSTDLTDOth | $131K | 45.2% | 1 | 1 | 256 |
EIN 061227840 | V | $19K | 6.5% | 1 | 1 | 175 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | WAUKEE, IA | SUN LIFE ASSURANCE COMPANY OF CANADA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN | $36K | $12K | $48K | 91.8% | 1 |
| AVANT SPECIALTY BENEFITS LLC | KANSAS CITY, MO | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $2K | $2K | 4.6% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $2K | $2K | 3.6% | 1 |
Policy details
Latest year, by plan