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Sponsor portfolioWelfare / HealthEIN 36-4358656
GUGGENHEIM CAPITAL LLC
227 WEST MONROE STREET · CHICAGO, IL 60606
3123570876
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$6.3M
No prior year
Persons covered
3,128
No prior year
Total participants
2,112
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 |
|---|---|---|---|
| Dental | $2.3M | 28.6% | |
| Stop-loss | $1.9M | 23.8% | |
| Life | $1.1M | 13.2% | |
| Long-term disability | $992K | 12.4% | |
| Short-term disability | $922K | 11.5% | |
| Other | $621K | 7.8% | |
| Vision | $207K | 2.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DLSTDLTDOth | $2.8M | 44.9% | 1 | 3 | 1,988 |
EIN 066033492 | VSL | $2.3M | 36.3% | 1 | 3 | 3,128 |
EIN 231503749 | LOth | $669K | 10.6% | 1 | 2 | 2,063 |
EIN 010278678 | STDLTD | $450K | 7.2% | 1 | 1 | 2,076 |
EIN 341650967 | Oth | $64K | 1.0% | 1 | 1 | 297 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JOSEPH K HALEY | CHICAGO, IL | AETNA LIFE INSURANCE COMPANY, GUARDIAN, LIFE INSURANCE COMPANY OF NORTH AMERICA | $318K | $0 | $318K | 99.5% | 1 |
| JK HALEY & ASSOCIATES | CHICAGO, IL | METLIFE LEGAL PLANS | $2K | $0 | $2K | 0.5% | 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