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Sponsor portfolioWelfare / HealthEIN 47-0650251

JAMES P. KOEHLER

d/b/a THE KOEHLER ORGANIZATION, LLC.
2011 8TH AVENUE NE · ABERDEEN, SD 57401
6052290030
Plans filed
6
Years active
2015–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
454
No prior year
Total participants
454
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #506$2.4M
TKO HEALTH AND WELFARE PLAN
Fully insured454 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1.4M
TKO HEALTH AND WELFARE PLAN MEDICAL COVERAGE
Fully insured218 covered·1 carrier
Primary: MEDICA INSURANCE COMPANY
Plan #503$67K
TKO HEALTH AND WELFARE DENTAL PLAN
Fully insured154 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #502$39K
TKO HEALTH AND WELFARE LIFE AND AD&D PLAN
Fully insured439 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #504$22K
TKO HEALTH AND WELFARE VISION PLAN
Fully insured134 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #505$21K
TKO HEALTH AND WELFARE ACCIDENT PLAN
Fully insured97 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M46.5%
Prescription drug$2.2M46.5%
Dental$95K2.0%
Vision$95K2.0%
Other$90K1.9%
Life$48K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$2.2M92.2%11209
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$95K4.0%11210
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LOth
$48K2.0%11454
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$42K1.8%11198

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASTARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$80K$7K$87K98.5%1
EBENEFIT MARKETPLACE, LLCNORTH HAVEN, CTUNUM LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K1.5%1
GIS BENEFITS INCMORRIS, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$29$0$290.0%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXUNUM LIFE INSURANCE COMPANY OF AMERICA$7$0$70.0%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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