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Sponsor portfolioWelfare / HealthEIN 36-3768815
FIRST TRUST PORTFOLIOS L.P.
120 E. LIBERTY DRIVE, SUITE 400 · WHEATON, IL 60187
8006211675
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,520
No prior year
Total participants
1,029
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 |
|---|---|---|---|
| Long-term disability | $554K | 42.4% | |
| Life | $503K | 38.5% | |
| Vision | $160K | 12.2% | |
| Other | $91K | 6.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $1.1M | 85.5% | 1 | 3 | 1,125 |
EIN 470098400 | V | $160K | 12.2% | 1 | 1 | 1,520 |
EIN 591031071 | Oth | $30K | 2.3% | 1 | 2 | 122 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TOTALIS BENEFITS | AUSTIN, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $38K | $38K | 83.5% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | AMERITAS LIFE INSURANCE CORPORATION, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6K | $2K | $7K | 16.5% | 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