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Sponsor portfolioWelfare / HealthEIN 38-3784995

FINLEY DISTRIBUTING CO LLC

2104 SOUTH EUCLID AVENUE · TUCSON, AZ 85713
5206238800
Plans filed
1
Years active
2016–2026
Industry
NAICS 42
Latest filing
2026
Total premiums (latest)
$2.4M
No prior year
Persons covered
350
No prior year
Total participants
207
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
FINLEY DISTRIBUTING WELFARE PLAN
Fully insured350 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M30.4%
Vision$2.1M30.4%
Prescription drug$2.1M30.4%
Other$170K2.4%
Life$124K1.8%
Short-term disability$124K1.8%
Long-term disability$124K1.8%
Dental$88K1.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxV
$2.1M89.3%11350
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$124K5.2%11204
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$71K2.9%11159
AFLAC
EIN 822723296
Oth
$47K1.9%1155
ALPHA DENTAL PROGRAMS, INC.
EIN 800175937
D
$17K0.7%11101

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOVITT AND TOUCHE, INC.BOSTON, MAUNITEDHEALTHCARE INSURANCE COMPANY$2K$43K$45K59.3%1
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CADELTA DENTAL OF ARIZONA, SYMETRA LIFE INSURANCE COMPANY, ALPHA DENTAL OF ARIZONA, INC.$23K$0$23K30.0%1
JIM EDWARD WARNERMARANA, AZAFLAC$2K$193$2K2.6%1
SETH G. KNOWLTON AND OTHERSORO VALLEY, AZAFLAC$2K$0$2K2.1%1
CAROL E MONTGOMERYTUCSON, AZAFLAC$1K$0$1K1.9%1
CARMELA CASTROALBANY, ORAFLAC$1K$0$1K1.6%1
NICHOLAS J DONIASAHUARITA, AZAFLAC$822$32$8541.1%1
KELLY MCGARRYTUCSON, AZAFLAC$561$32$5930.8%1
KIMBERLY JOY GRAHAMSHOW LOW, AZAFLAC$354$0$3540.5%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
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