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Sponsor portfolioWelfare / HealthEIN 46-3227815
IMONEY TOOLS, LLC
3451 N TRIUMPH BLVD · LEHI, UT 840436108
8009733715
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 45
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
153
No prior year
Total participants
153
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.0M | 74.0% | |
| Dental | $91K | 6.5% | |
| Vision | $91K | 6.5% | |
| Life | $91K | 6.5% | |
| Other | $91K | 6.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 870409820 | H | $1.0M | 91.9% | 1 | 4 | 153 |
EIN 470397286 | DVLOth | $91K | 8.1% | 1 | 1 | 112 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MAGELLAN INC | LINDON, UT | SELECTHEALTH | $51K | $10K | $62K | 88.1% | 1 |
| PCF INSURANCE SERVICES OF THE WEST | LAYTON, UT | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 11.9% | 1 |
History & trajectory
3 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