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Sponsor portfolioWelfare / HealthEIN 36-4272852
UHY ADVISORS, INC.
27725 STANSBURY BLVD, SUITE 385 · FARMINGTON HILLS, MI 48334
2483551040
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$3.4M
No prior year
Persons covered
2,275
No prior year
Total participants
1,676
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 |
|---|---|---|---|
| Stop-loss | $1.4M | 24.7% | |
| Short-term disability | $1.1M | 20.5% | |
| Life | $989K | 17.8% | |
| Long-term disability | $989K | 17.8% | |
| Dental | $911K | 16.4% | |
| Other | $157K | 2.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953670351 | SL | $1.4M | 40.1% | 1 | 1 | 1,194 |
EIN 381082080 | LSTDLTDOth | $1.1M | 33.2% | 1 | 3 | 1,579 |
EIN 381791480 | D | $911K | 26.5% | 1 | 1 | 2,275 |
EIN 010278678 | Oth | $7K | 0.2% | 1 | 1 | 42 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | DELTA DENTAL OF MICHIGAN, SUN LIFE AND HEALTH INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, GRANULAR INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $19K | $86K | $105K | 88.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $14K | $0 | $14K | 11.5% | 1 |
| CAMBRIDGE FINANCIAL SERVICES | ROYAK OAK, MI | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$493 | $0 | -$493 | -0.4% | 1 |
History & trajectory
10 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