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Sponsor portfolioWelfare / HealthEIN 47-4196630
LEADWISE, INC.
3601 RIGBY RD STE 300 · MIAMISBURG, OH 453425047
9374358584
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$808K
No prior year
Persons covered
904
No prior year
Total participants
420
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 |
|---|---|---|---|
| Other | $545K | 20.2% | |
| Vision | $472K | 17.5% | |
| Life | $472K | 17.5% | |
| Short-term disability | $472K | 17.5% | |
| Long-term disability | $472K | 17.5% | |
| Dental | $263K | 9.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | VLSTDLTDOth | $472K | 58.4% | 1 | 1 | 464 |
EIN 314156830 | D | $263K | 32.5% | 1 | 1 | 904 |
EIN 351817054 | Oth | $73K | 9.0% | 1 | 1 | 414 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | THE GUARDIAN LIFE INSURANCE COMPANY, NATIONWIDE | $70K | $6K | $76K | 92.0% | 1 |
| WATCHTOWER BENEFITS, LLC | — | THE GUARDIAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 8.0% | 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