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Sponsor portfolioWelfare / HealthEIN 41-1724174
JEFFERSON PARTNERS
2100 EAST 26TH STREET · MINNEAPOLIS, MN 55405
6123593400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
121
No prior year
Total participants
121
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 | $1.4M | 92.3% | |
| Other | $28K | 1.9% | |
| Long-term disability | $28K | 1.9% | |
| Life | $20K | 1.3% | |
| Short-term disability | $20K | 1.3% | |
| Dental | $11K | 0.7% | |
| Vision | $8K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 411490988 | H | $1.4M | 93.5% | 1 | 1 | 121 |
EIN 470322111 | LSTDLTDOth | $76K | 5.2% | 1 | 6 | 106 |
EIN 411629390 | D | $11K | 0.7% | 1 | 1 | 115 |
EIN 430949844 | V | $8K | 0.5% | 1 | 1 | 93 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | UNITED OF OMAHA LIFE INSURANCE COMPANY, HEALTHPARTNERS, MEDICA INSURANCE COMPANY, EYEMED | $29K | $5K | $34K | 100.0% | 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