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Sponsor portfolioWelfare / HealthEIN 35-1588335
OXFORD FINANCIAL GROUP, LTD
11711 N MERIDIAN ST STE 600 · CARMEL, IN 460324548
3178435678
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
408
No prior year
Total participants
187
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 | $3.7M | 90.1% | |
| Dental | $219K | 5.3% | |
| Long-term disability | $88K | 2.1% | |
| Life | $71K | 1.7% | |
| Vision | $31K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $3.7M | 90.1% | 1 | 1 | 153 |
EIN 351545647 | D | $219K | 5.3% | 1 | 1 | 408 |
EIN 930242990 | LLTD | $159K | 3.9% | 1 | 2 | 187 |
EIN 061227840 | V | $31K | 0.7% | 1 | 1 | 159 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ENROLLEASE | INDIANAPOLIS, IN | VISION SERVICE PLAN, STANDARD INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN, UNITED HEALTHCARE INSURANCE COMPANY | $32K | $44K | $76K | 90.4% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | STANDARD INSURANCE COMPANY | $5K | $2K | $6K | 7.3% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | STANDARD INSURANCE COMPANY | $0 | $2K | $2K | 2.3% | 1 |
History & trajectory
11 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