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Sponsor portfolioWelfare / HealthEIN 36-3825975
SWANSON, MARTIN & BELL, LLP
330 NORTH WABASH AVE. SUITE 3300 · CHICAGO, IL 60611
3123219100
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
331
No prior year
Total participants
231
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 | $3.0M | 48.0% | |
| Dental | $3.0M | 48.0% | |
| Life | $86K | 1.4% | |
| Other | $86K | 1.4% | |
| Long-term disability | $50K | 0.8% | |
| Vision | $17K | 0.3% | |
| Short-term disability | $16K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HD | $3.0M | 94.7% | 1 | 1 | 331 |
EIN 362598882 | LOth | $86K | 2.7% | 1 | 1 | 231 |
EIN 231503749 | STDLTD | $67K | 2.1% | 1 | 2 | 123 |
EIN 200891619 | V | $17K | 0.5% | 1 | 1 | 159 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SCHAUMBURG, IL | VISION SERVICE PLAN, BLUECROSS BLUESHIELD OF ILLINOIS, LIFE INSURANCE COMPANY OF NORTH AMERICA, DEARBORN LIFE INSURANCE COMPANY | $102K | $5K | $107K | 87.0% | 1 |
| PLANSOURCE BENEFITS ADMN INC | ORLANDO, FL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $15K | $15K | 12.2% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $971 | $971 | 0.8% | 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