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Sponsor portfolioWelfare / HealthEIN 46-1586202

WEST MONROE PARTNERS, INC.

311 WEST MONROE STREET · CHICAGO, IL 60606
3123856158
Plans filed
1
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,919
No prior year
Total participants
1,641
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
WEST MONROE PARTNERS, INC. WELFARE BENEFIT PLAN
Mixed1,919 covered·6 carriers
Primary: MODERN HEALTH ARIZONA, PLLC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$544K38.0%
Long-term disability$335K23.4%
Life$212K14.8%
Health$146K10.2%
Vision$136K9.5%
Dental$60K4.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$580K40.5%151,628
MODERN HEALTH
EIN 864006611
Oth
$400K27.9%111,919
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$146K10.2%1314
VISION SERVICE PLAN
EIN 200891619
V
$136K9.5%111,167
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
Oth
$111K7.8%111
DELTA DENTAL OF CALIFORNIA
EIN 362612058
D
$60K4.2%111,363

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHICAGO, ILTRANSAMERICA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$31K$7K$37K59.8%1
GCG FINANCIAL LLCEDEN PRAIRIE, MNTRANSAMERICA LIFE INSURANCE COMPANY$25K$0$25K40.2%1

History & trajectory

6 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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