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Sponsor portfolioWelfare / HealthEIN 46-2605165
OAK STREET HEALTH LLC
30 WEST MONROE #1200 · CHICAGO, IL 60603
8553962405
- Plans filed
- 6
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$5.2M
No prior year
Persons covered
7,375
No prior year
Total participants
0
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$5.2M
OAK STREET HEALTH LLC WELFARE BENEFIT PLAN
Mixed7,375 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$100K
OAK STREET HEALTH LLC LONG TERM DISABILITY PLAN
Fully insured532 covered·1 carrier
Primary: NORTHWESTERN MUTUAL
Plan #503$68K
OAK STREET HEALTH LLC LIFE AND SHORT TERM DISABILITY PLAN
Fully insured566 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$23K
OAK STREET HEALTH LLC DENTAL PLAN
Fully insured469 covered·1 carrier
Primary: GUARDIAN
Plan #505$4K
OAK STREET HEALTH LLC VISION PLAN
Fully insured364 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #502$0
OAK STREET HEALTH LLC HEALTH PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $2.6M | 28.8% | |
| Long-term disability | $2.1M | 23.2% | |
| Life | $1.9M | 20.9% | |
| Other | $1.9M | 20.9% | |
| Vision | $556K | 6.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | D | $2.6M | 49.4% | 1 | 1 | 5,222 |
EIN 221211670 | LLTDOth | $1.9M | 35.8% | 1 | 1 | 7,375 |
EIN 200891619 | V | $556K | 10.7% | 1 | 1 | 4,773 |
EIN 041590850 | LTD | $211K | 4.1% | 1 | 1 | 108 |
Broker overview
16 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | SUN LIFE ASSURANCE COMPANY OF CANADA, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $39K | $11K | $50K | 44.6% | 1 |
| MICHAEL A BOOK | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $7K | $29K | $35K | 31.3% | 1 |
| ROBERT E. MUZIKOWSKI | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $14K | $542 | $14K | 12.6% | 1 |
| GREGORY KARL LARGE | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $7K | $564 | $7K | 6.7% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 1.3% | 1 |
| RICHARD PIERCE VANBENSCHOTEN | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.9% | 1 |
| JOSHUA T LIEBERMAN | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $504 | $225 | $729 | 0.6% | 1 |
| ANDREW L MOORE | PARK CITY, UT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $648 | $648 | 0.6% | 1 |
| JOHN J MILLER | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $230 | $322 | $552 | 0.5% | 1 |
| HUCK GREEN | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $431 | $18 | $449 | 0.4% | 1 |
| ALAN RICHARD | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $236 | $20 | $256 | 0.2% | 1 |
| PETE BOUROS | CHICAGO, IA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $150 | $0 | $150 | 0.1% | 1 |
| JENNIFER PAIGE MANN | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $61 | $0 | $61 | 0.1% | 1 |
| RICARDO M ALFONSO | CORAL GABLES, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $49 | $0 | $49 | 0.0% | 1 |
| CALVIN E CHUNG | WINNETKA, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $38 | $0 | $38 | 0.0% | 1 |
| JARAD PLUMMER | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $28 | $0 | $28 | 0.0% | 1 |
History & trajectory
10 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