PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HEALTH SYSTEMS, INC

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.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 43-1822906

HEALTH SYSTEMS, INC

d/b/a HEALTH SYSTEMS, INC
PO BOX 1710 · OSAGE BEACH, MO 650651710
5737467100
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
975
No prior year
Total participants
1,521
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.0M
CAFETERIA PLAN FOR THE EMPLOYEES OF HEALTH SYSTEMS, INC
Mixed975 covered·4 carriers
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$722K26.0%
Long-term disability$722K26.0%
Other$704K25.3%
Health$314K11.3%
Stop-loss$314K11.3%
Life$5K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDLTDOth
$700K67.3%11975
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
HSL
$314K30.2%11565
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
STDLTD
$22K2.1%1120
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LOth
$5K0.4%1110

Broker overview

41 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HSI BENEFIT SYSTEMS, INCOSAGE BEACH, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE CARRIER$89K$0$89K48.5%1
INSURANCE SYSTEMS, INCMONROE, LAFIDELITY SECURITY LIFE INSURANCE COMPANY$29K$0$29K15.6%1
LUKE ALLEN MARKSJEFFERSON CITY, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$26K$0$26K14.1%1
YESENIA HERNANDEZCHICAGO, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8K$2K$11K5.8%1
SUSAN MARIE WEITKAMPWENTZVILLE, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$2K$9K4.7%1
GABRIEL W HULSEYJEFFERSON CITY, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$26$6K3.2%1
BRIDGET ZUNIGASHAWNEE, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$341$2K1.3%1
TANA L MAYHARRISON, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$113$2K1.1%1
ERIN WEESEJEFFERSON CITY, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$20$2K0.9%1
JENNIFER ROWLANDCAPE GIRARDEAU, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$974$233$1K0.7%1
MATTHEW KOHLERJEFFERSON CITY, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K0.6%1
BECKY HULSEYJEFFERSON CITY, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K0.5%1
LISA NELSONST LOUIS, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$734$216$9500.5%1
ELAISIUS BONNERAURORA, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$576$0$5760.3%1
JANTELLE LAVONNE BONNERHOUSTON, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$576$0$5760.3%1
HARBISON BENEFIT CONSULTANTS LLCPILOT KNOB, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$545$0$5450.3%1
CHARLES DON SCHAEFROLAND, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$159$333$4920.3%1
RON BOWLINGOVERLAND PARK, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$320$35$3550.2%1
KYLE HARDINGNASHVILLE, ARCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$159$95$2540.1%1
LACEY G MYRACLEPILOT KNOB, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$213$0$2130.1%1
LELAND SCOTT BURKHARTLAWRENCE, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$208$0$2080.1%1
ACRISURE LLCJEFFERSON CITY, MOTHE GUARDIAN LIFE INSURNCE COMPANY OF AMERICA$0$178$1780.1%1
MELISSA K PERCELLDENVER, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$168$9$1770.1%1
VALERIE ROBERTSONST LOUIS, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$101$26$1270.1%1
JAMES MOOREBLUE SPRINGS, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$122$0$1220.1%1
ABIGAYLE DEBORAH PHILLIPSPRINCETON, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$118$0$1180.1%1
JAMIE L BLANKENSHIPSMITHTON, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$102$0$1020.1%1
LAURA A RHEINBELLEVILLE, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$87$9$960.1%1
JOHN W NISWONGERCAPE GIRARDEAU, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$79$17$960.1%1
JOSEPH NISWONGERJACKSON, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$60$32$920.1%1
GAIL D GOODEN CORPST CHARLES, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$53$7$600.0%1
KANSAS BENEFIT COUNSELORS LLCOVERLAND PARK, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21$22$430.0%1
MITCHELL INSURANCE INCSIKESTON, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$31$0$310.0%1
TGL ASSOCIATES LLCSPRINGFIELD, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$20$0$200.0%1
JIM BRADLEYSPRINGFIELD, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$20$0$200.0%1
D PHILLIPS INS LLCPRINCETON, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$16$4$200.0%1
LONNIE SCHULTZOVERLAND PARK, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
KORY L ALBRECHTST CHARLES, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
DOUGLAS LOYAL NERDAHLOKLAHOMA CITY, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4$0$40.0%1
CORCORAN & HOYT LLCOLDSMAR, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1
LISA D NISWONGERCAPE GIRARDEAU, MOCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica