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Sponsor portfolioWelfare / HealthEIN 45-1992371

ACCUMEN INC.

3333 N HAYDEN RD, STE 1 · SCOTTSDALE, AZ 85251
5178985199
Plans filed
1
Years active
2020–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$4.4M
No prior year
Persons covered
672
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
ACCUMEN INC. HEALTH & WELFARE PLAN
Fully insured672 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M31.1%
Dental$3.9M31.1%
Prescription drug$3.9M31.1%
Other$321K2.6%
Life$231K1.8%
Short-term disability$138K1.1%
Long-term disability$131K1.0%
Vision$33K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRxD
$3.9M88.8%11672
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$420K9.6%16363
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
VOth
$51K1.2%12552
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$21K0.5%114

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAMETROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA$274K$4K$279K98.1%1
LONG TERM CARE SOLUTIONS, INC.REMOND, WAAMERICAN HERITAGE LIFE INSURANCE COMPANY$5K$887$6K1.9%1

History & trajectory

5 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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