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Sponsor portfolioWelfare / HealthEIN 42-0956287

PROFESSIONAL OFFICE SERVICES INC

d/b/a PROFESSIONAL OFFICE SERVICES INC
PO BOX 450 · WATERLOO, IA 507040450
3192356777
Plans filed
2
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
297
No prior year
Total participants
221
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.4M
PROFESSIONAL OFFICE SERVICES INC EMPLOYEE BENEFIT PLAN
Fully insured297 covered·4 carriers
Primary: WELLMARK BLUE CROSS BLUE SHIELD OF IOWA
Plan #502$0
PROFESSIONAL OFFICE SERVICES INC FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M43.9%
Stop-loss$2.1M43.9%
Life$158K3.2%
Short-term disability$158K3.2%
Long-term disability$158K3.2%
Dental$95K2.0%
Vision$22K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 421455444
HSL
$2.1M88.6%11168
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
DLSTDLTD
$253K10.5%12297
VISION SERVICE PLAN
EIN 061227840
V
$22K0.9%11113

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ZACH CORPORATIONWATERLOO, IAWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$31K$0$31K66.9%1
BROKERAGE SOLUTIONS INCCEDAR RAPIDS, IARELIANCE STANDARD LIFE INSURANCE COMPANY$8K$0$8K18.3%1
PEDERSEN DOWIE CLABBY & MCCAUSLANDWATERLOO, IARELIANCE STARDARD LIFE INSURANCE COMPANY, VISION CARE$5K$0$5K10.2%1
THE SINNOTT AGENCYWATERLOO, IARELIANCE STANDARD LIFE INSURANCE COMPANY$2K$0$2K4.6%1

History & trajectory

11 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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