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Sponsor portfolioWelfare / HealthEIN 46-2276210

CONSUMER DIRECT HOLDINGS, INC.

100 CONSUMER DIRECT WAY, SUITE 120 · MISSOULA, MT 59808
4065321933
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
3,652
No prior year
Total participants
3,727
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
CONSUMER DIRECT MANAGEMENT SOLUTIONS HEALTH AND WELFARE BENEFIT PLAN
Fully insured3,652 covered·8 carriers
Primary: BLUECROSS BLUESHIELD OF MONTANA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M42.1%
Dental$584K15.3%
Life$531K13.9%
Other$359K9.4%
Long-term disability$330K8.7%
Short-term disability$213K5.6%
Vision$190K5.0%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.6M50.0%111,639
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$761K24.3%163,652
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$584K18.6%111,883
VISION SERVICE PLAN
EIN 061227840
V
$190K6.0%111,053
98POINT6
EIN 473490194
H
$20K0.6%111,743
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
HL
$12K0.4%1130

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLC—BLUECROSS BLUESHIELD OF MONTANA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, TRANSAMERICA LIFE INSURANCE COMPANY$589K$14K$602K73.2%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXUNUM LIFE INSURANCE COMPANY OF AMERICA$0$168K$168K20.4%1
GIS BENEFITS INCMORRIS, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$0$51K$51K6.2%1
THE BOON INSURANCE AGENCYAUSTIN, TXTRANSAMERICA LIFE INSURANCE COMPANY$929$0$9290.1%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILFIRST UNUM LIFE INS CO$0$22$220.0%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
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