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Sponsor portfolioWelfare / HealthEIN 41-1758248

ELIZABETH CHARLES CORPORATION

d/b/a ELIZABETH CHARLES CORPORATION
6121 BAKER RD · MINNETONKA, MN 553455960
9529186607
Plans filed
7
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$755K
No prior year
Persons covered
456
No prior year
Total participants
456
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #502$651K
HEALTH INSURANCE
Fully insured113 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #503$58K
SHORT TERM DISABILITY INSURANCE PLAN
Fully insured73 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$28K
LONG TERM DISABILITY INSURANCE PLAN
Mixed73 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$9K
GROUP LIFE INSURANCE
Mixed78 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$7K
DENTAL
Fully insured75 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$3K
SHORT TERM DISABILITY INSURANCE PLAN
Fully insured92 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$2K
AD&D INSURANCE
Fully insured44 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$651K47.6%
Vision$651K47.6%
Short-term disability$58K4.2%
Dental$7K0.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HV
$651K86.2%11113
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DSTD
$104K13.8%55343

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
OSBORNE PROPERTIES LTD PTNRSHPBURNSVILLE, MNTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$19K$4K$23K55.1%6
KRAUS-ANDERSON INSURANCEBURNSVILLE, MNUNITED HEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$19K$0$19K44.9%5

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
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