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Sponsor portfolioWelfare / HealthEIN 47-1023506
HEARTLAND EQUITY MANAGEMENT, LLC
4800 NORTH LILAC DRIVE · BROOKLYN CENTER, MN 55429
6129404427
- Plans filed
- 1
- Years active
- 2019–2024
- Industry
- NAICS 33
- Latest filing
- 2024
Total premiums (latest)
$393K
No prior year
Persons covered
147
No prior year
Total participants
148
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 | $263K | 29.2% | |
| Prescription drug | $263K | 29.2% | |
| Other | $89K | 9.9% | |
| Short-term disability | $78K | 8.6% | |
| Life | $77K | 8.6% | |
| Long-term disability | $66K | 7.3% | |
| Dental | $43K | 4.7% | |
| Vision | $22K | 2.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 450173185 | HRx | $263K | 67.0% | 1 | 1 | 40 |
EIN 231503749 | LSTDLTDOth | $66K | 16.7% | 1 | 1 | 147 |
EIN 410952670 | D | $31K | 7.8% | 1 | 1 | 68 |
EIN 822723296 | DVSTDOth | $12K | 3.1% | 1 | 1 | 12 |
EIN 135581829 | LOth | $12K | 2.9% | 1 | 1 | 79 |
EIN 430949844 | V | $10K | 2.5% | 1 | 1 | 105 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA, BLUE CROSS BLUE SHIELD OF NORTH DAKOTA, METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF MINNESOTA | $16K | $650 | $17K | 84.0% | 1 |
| BENEFIT STRATEGIES AGENCY, LLC | BROOKLYN CENTER, MN | BLUE CROSS BLUE SHIELD OF NORTH DAKOTA | $945 | $0 | $945 | 4.8% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY | $0 | $824 | $824 | 4.2% | 1 |
| RYAN ALLEN KOLLE | FARGO, ND | AFLAC | $344 | $106 | $450 | 2.3% | 1 |
| THOMAS J CASSADY | FARGO, ND | AFLAC | $193 | $19 | $212 | 1.1% | 1 |
| SASHA CAMPBELL | FARGO, ND | AFLAC | $183 | $19 | $202 | 1.0% | 1 |
| SANDRA F STRANDLIEN | FARGO, ND | AFLAC | $193 | $0 | $193 | 1.0% | 1 |
| KEITH OLSON | WEST FARGO, ND | AFLAC | $182 | $0 | $182 | 0.9% | 1 |
| KATARINA REINKE | WAHPETON, ND | AFLAC | $83 | $0 | $83 | 0.4% | 1 |
| SHAWN D BENSER | MAPLETON, ND | AFLAC | $72 | $0 | $72 | 0.4% | 1 |
History & trajectory
6 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