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Sponsor portfolioWelfare / HealthEIN 39-3109552
MSR PORTFOLIO SERVICES, LLC
4425 PONCE DE LEON BLVD FL 2 · CORAL GABLES, FL 33146
3058548880
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,090
No prior year
Total participants
1,210
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 |
|---|---|---|---|
| Other | $932K | 36.5% | |
| Life | $597K | 23.4% | |
| Long-term disability | $597K | 23.4% | |
| Health | $283K | 11.1% | |
| Vision | $147K | 5.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 570514130 | LLTDOth | $554K | 51.3% | 1 | 1 | 1,090 |
EIN 362739571 | HOth | $283K | 26.2% | 1 | 1 | 1,074 |
EIN 363560825 | V | $147K | 13.6% | 1 | 1 | 810 |
EIN 222342710 | Oth | $52K | 4.8% | 1 | 1 | 245 |
EIN 363050975 | LLTDOth | $43K | 4.0% | 1 | 1 | 1,090 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | DEERFIELD, IL | UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICA INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, VISION SERVICE PLAN | $125K | $455 | $126K | 100.0% | 1 |
Policy details
Latest year, by plan