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Sponsor portfolioWelfare / HealthEIN 47-3632618
CANOPY MORTGAGE, LLC
380 TECHNOLOGY COURT, SUITE 200 · LINDON, UT 84042
8014265500
- Plans filed
- 1
- Years active
- 2020–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$5.2M
No prior year
Persons covered
697
No prior year
Total participants
539
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 | $4.6M | 36.0% | |
| Prescription drug | $4.6M | 36.0% | |
| Dental | $592K | 4.7% | |
| Vision | $592K | 4.7% | |
| Life | $592K | 4.7% | |
| Short-term disability | $592K | 4.7% | |
| Long-term disability | $592K | 4.7% | |
| Other | $592K | 4.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $4.6M | 88.5% | 1 | 1 | 697 |
EIN 135123390 | DVLSTDLTDOth | $592K | 11.5% | 1 | 1 | 545 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY | $65K | $26K | $91K | 76.9% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $27K | $0 | $27K | 23.1% | 1 |
History & trajectory
5 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