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Sponsor portfolioWelfare / HealthEIN 45-1040932
XERO, INC.
1615 PLATTE STREET, SUITE 200 · DENVER, CO 80202
3032333572
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$998K
No prior year
Persons covered
5,741
No prior year
Total participants
369
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $552K | 26.8% | |
| Health | $379K | 18.4% | |
| Prescription drug | $379K | 18.4% | |
| Life | $228K | 11.1% | |
| Short-term disability | $228K | 11.1% | |
| Long-term disability | $228K | 11.1% | |
| Vision | $67K | 3.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 840591617 | HRx | $379K | 38.0% | 1 | 2 | 27 |
EIN 864006611 | Oth | $323K | 32.4% | 1 | 1 | 5,741 |
EIN 350472300 | LSTDLTDOth | $228K | 22.9% | 1 | 1 | 362 |
EIN 941632821 | V | $67K | 6.7% | 1 | 1 | 352 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | WICHITA, KS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 100.0% | 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