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Sponsor portfolioWelfare / HealthEIN 45-4556633

OCCAM HEALTH SERVICES LLC

45610 WOODLAND ROAD SUITE 320 · STERLING, VA 20166
5129875059
Plans filed
2
Years active
2024–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
153
No prior year
Total participants
146
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.2M
OCCAM HEALTH SERVICES LLC WRAP WELFARE BENEFIT PLAN
Fully insured153 covered·2 carriers
Primary: ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS
Plan #900$77K
OCCAM HEALTH ANCILLARY PLAN
Mixed160 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M31.3%
Dental$2.1M31.3%
Vision$2.1M31.3%
Other$115K1.8%
Life$96K1.5%
Short-term disability$96K1.5%
Long-term disability$96K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
HDV
$2.1M94.7%11126
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$115K5.3%12153

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AMWINSHUNT VALLEY, MDUNUM LIFE INSURANCE COMPANY OF AMERICA, ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$23K$6K$29K100.0%1

History & trajectory

2 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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