PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PROVIDENCE GROUP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-2579275

PROVIDENCE GROUP

140 N UNION AVENUE, SUITE 320 · FARMINGTON, UT 84025
8014479822
Plans filed
1
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$99.4M
No prior year
Persons covered
25,744
No prior year
Total participants
6,154
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$99.4M
PROVIDENCE GROUP
Mixed25,744 covered·9 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$94.6M86.3%
Stop-loss$4.0M3.6%
Life$3.7M3.4%
Short-term disability$3.7M3.4%
Long-term disability$3.7M3.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$46.7M47.0%123,099
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$45.0M45.3%1114,622
COMPANION LIFE INSURANCE COMPANY
EIN 953519194
SL
$4.0M4.0%15579
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
HLSTDLTD
$2.9M2.9%116,727
STANDARD INSURANCE COMPANY
EIN 350980405
LSTDLTD
$780K0.8%1125,744

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CROWN RISK MANAGEMENT, LLCMODESTO, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, STANDARD INSURANCE COMPANY$385K$0$385K50.2%1
STEALTH PARTNER GROUP LLCBENICIA, CACOMPANION LIFE INS CO-PACS SOUTHEAST, COMPANION LIFE INS CO-PACS CENTRAL, COMPANION LIFE INS CO-PACS UTAH, COMPANION LIFE INS CO OF CALIF-PACS CA, COMPANION LIFE INS CO-PACS MIDWEST$0$277K$277K36.2%1
BRIAN ULLRICHMODESTO, CAUNITEDHEALTHCARE INSURANCE COMPANY$104K$0$104K13.6%1

History & trajectory

9 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica