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Sponsor portfolioWelfare / HealthEIN 46-3558556
MACKENZIE VENTURES, LLC
2328 W JOPPA RD STE 200 · LUTHERVILLE, MD 210934674
4108218555
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$660K
No prior year
Persons covered
185
No prior year
Total participants
185
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 |
|---|---|---|---|
| Stop-loss | $456K | 64.1% | |
| Dental | $92K | 13.0% | |
| Long-term disability | $60K | 8.4% | |
| Life | $52K | 7.3% | |
| Other | $52K | 7.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $456K | 69.1% | 1 | 1 | 139 |
EIN 470322111 | LLTDOth | $112K | 16.9% | 1 | 2 | 185 |
EIN 381082080 | D | $92K | 14.0% | 1 | 1 | 156 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRIBRIDGE PARTNERS LLC | COLUMBIA, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $18K | $7K | $25K | 65.7% | 1 |
| THE BALDWIN GROUP WEST LLC | LEESBURG, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $1K | $7K | 17.5% | 1 |
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MO | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 14.8% | 1 |
| EMPLOYEE BENEFIT SUBJECT MATTER EXP | MOUNT AIRY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $772 | $0 | $772 | 2.0% | 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