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Sponsor portfolioWelfare / HealthEIN 44-0561981

SPENCER FANE LLP

1400 COMMERCE BANK BUILDING · KANSAS CITY, MO 641062145
8164748100
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$13.9M
No prior year
Persons covered
1,462
No prior year
Total participants
1,066
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$13.9M
SPENCER FANE LLP WELFARE BENEFIT PLAN
Fully insured1,462 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF KANSAS CITY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$11.8M65.7%
Life$1.4M7.6%
Short-term disability$1.4M7.6%
Long-term disability$1.4M7.6%
Other$1.4M7.6%
Dental$627K3.5%
Vision$97K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 431257251
H
$11.7M84.1%111,441
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$1.4M9.8%11982
DELTA DENTAL OF CALIFORNIA
EIN 430908349
D
$627K4.5%111,462
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$120K0.9%1115
HUMANA INSURANCE COMPANY
EIN 391263473
V
$97K0.7%11654

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHDELTA DENTAL OF MISSOURI, BLUE CROSS AND BLUE SHIELD OF KANSAS CITY$40K$159K$199K54.8%1
HOLMES MURPHY & ASSOCIATESDES MOINES, IASUN LIFE ASSURANCE COMPANY OF CANADA$70K$51K$120K33.2%1
AVANT SPECIALTY BENEFITS LLCKANSAS CITY, MOSUN LIFE ASSURANCE COMPANY OF CANADA$0$25K$25K6.8%1
C2 CENTRIC LLCGRAND RAPIDS, MISUN LIFE ASSURANCE COMPANY OF CANADA$0$12K$12K3.4%1
PATRICK WHITAKERSAN JOSE, CAKAISER FOUNDATION HEALTH PLAN, INC.$6K$0$6K1.8%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
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