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Sponsor portfolioWelfare / HealthEIN 41-0836409

BERTELSON BROTHERS

d/b/a BUSINESS ESSENTIALS
44 NORTHERN STACKS DRIVE, SUITE 120 · MINNEAPOLIS, MN 55421
7635955344
Plans filed
1
Years active
2023–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$131K
No prior year
Persons covered
122
No prior year
Total participants
122
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$131K
BERTELSON BROTHERS DBA BUSINESS ESSENTIALS
Mixed122 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$131K16.7%
Vision$131K16.7%
Life$131K16.7%
Short-term disability$131K16.7%
Long-term disability$131K16.7%
Other$131K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$131K100.0%11122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$16K$7K$23K83.7%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K16.3%1

History & trajectory

2 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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