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Sponsor portfolioWelfare / HealthEIN 41-1240834
SOUTH LAKE CLINIC, P.A.
17705 HUTCHINS DRIVE SUITE 250 · MINNETONKA, MN 55345
9524018300
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
162
No prior year
Total participants
119
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 |
|---|---|---|---|
| Health | $1.7M | 43.1% | |
| Prescription drug | $1.7M | 43.1% | |
| Other | $148K | 3.7% | |
| Life | $131K | 3.3% | |
| Short-term disability | $131K | 3.3% | |
| Long-term disability | $131K | 3.3% | |
| Vision | $7K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411683523 | HRx | $1.7M | 91.7% | 1 | 1 | 162 |
EIN 042381280 | LSTDLTDOth | $146K | 7.8% | 1 | 2 | 118 |
EIN 430949844 | V | $7K | 0.4% | 1 | 1 | 102 |
EIN 331206383 | Oth | $2K | 0.1% | 1 | 1 | 115 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO., HEALTHPARTNERS INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $18K | $55K | $73K | 91.0% | 1 |
| MARC A GROVE | ROGERS, MN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $7K | $7K | 9.0% | 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