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Sponsor portfolioWelfare / HealthEIN 36-4495073

MOUNTAINONE FINANCIAL PARTNERS

93 MAIN STREET · NORTH ADAMS, MA 01247
4136635353
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$288K
No prior year
Persons covered
224
No prior year
Total participants
193
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$288K
MOUNTAINONE LIFE AND LTD PLAN
Fully insured224 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$127K33.0%
Other$113K29.3%
Life$97K25.2%
Long-term disability$31K8.2%
Vision$17K4.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$255K88.6%15224
VISION SERVICE PLAN
EIN 061227840
V
$17K5.8%11114
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$16K5.6%1141

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY$24K$13K$38K87.5%1
FMLASOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$4K$4K8.6%1
MASS FNCL SVCS INS AGCY INCBOSTON, MAVISION SERVICE PLAN$943$0$9432.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$726$0$7261.7%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
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