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Sponsor portfolioWelfare / HealthEIN 43-1016961

OATS INC

2501 MAGUIRE BLVD SUITE 101 · COLUMBIA, MO 65201
5734434516
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
583
No prior year
Total participants
584
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #505$2.2M
HEALTH PLAN
Fully insured138 covered·1 carrier
Primary: HEALTHY ALLIANCE LIFE INSURANCE COMPANY
Plan #502$286K
LIFE PLAN
Fully insured445 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M60.7%
Dental$286K7.9%
Vision$286K7.9%
Life$286K7.9%
Short-term disability$286K7.9%
Other$286K7.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTH NET
EIN 860257201
H
$2.2M88.5%11138
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDOth
$286K11.5%11445

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SUNDVOLD FINANCIALCOLUMBIA, MOHEALTHY ALLIANCE LIFE INSURANCE COMPANY, GUARDIAN$132K$0$132K96.9%2
SUNSTAR INSURANCE GROUP LLC—GUARDIAN$0$4K$4K3.1%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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