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Sponsor portfolioWelfare / HealthEIN 46-3967230
U.S. FINANCIAL TECHNOLOGY, LLC
7501 WISCONSIN AVENUE, SUITE 400W · BETHESDA, MD 20814
3012722500
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$635K
No prior year
Persons covered
711
No prior year
Total participants
794
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $373K | 38.2% | |
| Other | $215K | 22.1% | |
| Life | $170K | 17.5% | |
| Long-term disability | $170K | 17.5% | |
| Vision | $47K | 4.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | D | $373K | 58.7% | 1 | 1 | 711 |
EIN 470322111 | LLTDOth | $170K | 26.9% | 1 | 1 | 356 |
EIN 237089668 | V | $47K | 7.3% | 1 | 1 | 293 |
EIN 341650967 | Oth | $37K | 5.8% | 1 | 1 | 143 |
EIN 521306404 | Oth | $8K | 1.3% | 1 | 1 | 359 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BOSTON, MA | METLIFE LEGAL PLANS | $4K | $452 | $4K | 100.0% | 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