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Sponsor portfolioWelfare / HealthEIN 38-2706146
YEO & YEO, P.C.
5300 BAY ROAD, SUITE 100 · SAGINAW, MI 48604
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$589K
No prior year
Persons covered
673
No prior year
Total participants
499
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $313K | 22.2% | |
| Prescription drug | $313K | 22.2% | |
| Stop-loss | $313K | 22.2% | |
| Dental | $153K | 10.9% | |
| Life | $97K | 6.9% | |
| Long-term disability | $97K | 6.9% | |
| Other | $97K | 6.9% | |
| Vision | $25K | 1.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | HRxVSL | $339K | 57.5% | 1 | 2 | 425 |
EIN 381791480 | D | $153K | 26.0% | 1 | 1 | 380 |
EIN 350145825 | LLTDOth | $97K | 16.5% | 1 | 1 | 248 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | — | BLUE CROSS BLUE SHIELD OF MICHIGAN | $0 | $198K | $198K | 73.6% | 1 |
| ROBERT J DOTSON JR | SAGINAW, MI | DELTA DENTAL OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN | $30K | $28K | $58K | 21.6% | 1 |
| SAGINAW UNDERWRITERS INC | SAGINAW, MI | AMERICAN UNITED LIFE INSURANCE COMPANY | $8K | $0 | $8K | 2.9% | 1 |
| SAGINAW BAY UNDERWRITERS | SAGINAW, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3K | $3K | $5K | 1.9% | 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