Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 41-1993843
OUR FAMILY WIZARD, LLC.
729 WASHINGTON AVENUE · MINNEAPOLIS, MN 55401
8667559991
- Plans filed
- 6
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
271
No prior year
Total participants
136
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$2.5M
OUR FAMILY WIZARD WRAP PLAN
Fully insured271 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1.7M
OUR FAMILY WIZARD, LLC. MEDICAL PLAN
Fully insured309 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$133K
OUR FAMILY WIZARD, LLC. DENTAL PLAN
Fully insured242 covered·1 carrier
Primary: DELTA DENTAL OF MINNESOTA
Plan #505$30K
OUR FAMILY WIZARD, LLC. LONG TERM DISABILITY PLAN
Fully insured126 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$26K
OUR FAMILY WIZARD, LLC. SHORT TERM DISABILITY PLAN
Fully insured126 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$4K
OUR FAMILY WIZARD, LLC. LIFE AND AD&D PLAN
Fully insured126 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.4M | 32.2% | |
| Health | $2.3M | 30.9% | |
| Prescription drug | $2.3M | 30.9% | |
| Dental | $141K | 1.9% | |
| Life | $95K | 1.3% | |
| Short-term disability | $95K | 1.3% | |
| Long-term disability | $95K | 1.3% | |
| Vision | $13K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxOth | $2.3M | 90.2% | 1 | 1 | 148 |
EIN 410952670 | D | $141K | 5.6% | 1 | 1 | 271 |
EIN 470322111 | LSTDLTDOth | $95K | 3.8% | 1 | 1 | 128 |
EIN 430949844 | V | $13K | 0.5% | 1 | 1 | 184 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF MINNESOTA, UNITED OF OMAHA LIFE INSURANCE COMPANY | $113K | $0 | $113K | 89.7% | 1 |
| HAYS COMPANIES, INC. | MINNEAPOLIS, MN | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $0 | $8K | 6.6% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 3.8% | 1 |
History & trajectory
3 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