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Sponsor portfolioWelfare / HealthEIN 36-4198140
WATERTON ASSOCIATES, LLC
222 S. RIVERSIDE PLAZA, 20TH FLOOR · CHICAGO, IL 60606
3129484500
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$8.4M
No prior year
Persons covered
1,140
No prior year
Total participants
736
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 | $7.2M | 34.1% | |
| Prescription drug | $7.2M | 34.1% | |
| Other | $1.2M | 5.4% | |
| Dental | $1.1M | 5.3% | |
| Vision | $1.1M | 5.3% | |
| Life | $1.1M | 5.3% | |
| Short-term disability | $1.1M | 5.3% | |
| Long-term disability | $1.1M | 5.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $7.2M | 86.3% | 1 | 1 | 905 |
EIN 135581829 | DVLSTDLTDOth | $1.2M | 13.7% | 1 | 2 | 1,140 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SCHAUMBURG, IL | METROPOLITAN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS, METROPOLITAN GENERAL INSURANCE COMPANY | $132K | $19K | $151K | 82.8% | 1 |
| LOCKTON COMPANIES, LLC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS, METROPOLITAN GENERAL INSURANCE COMPANY | $22K | $2K | $24K | 13.0% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $0 | $8K | 4.1% | 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