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Sponsor portfolioWelfare / HealthEIN 51-0202349
WATERFORD RESEARCH INSTITUTE
PO BOX 250 · WEST JORDAN, UT 840840250
8013492200
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$260K
No prior year
Persons covered
389
No prior year
Total participants
170
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 | $143K | 36.9% | |
| Life | $77K | 20.0% | |
| Health | $49K | 12.7% | |
| Vision | $49K | 12.7% | |
| Short-term disability | $41K | 10.6% | |
| Long-term disability | $28K | 7.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $146K | 56.0% | 1 | 3 | 166 |
EIN 123456788 | HVOth | $102K | 39.3% | 1 | 3 | 389 |
EIN 731016728 | Oth | $12K | 4.7% | 1 | 1 | 49 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $30K | $4K | $34K | 95.5% | 1 |
| D'ANN DABELL | LAYTON, UT | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 4.3% | 1 |
| AARON C KREPS | CAMAS, WA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $54 | $0 | $54 | 0.2% | 1 |
| JUDY E. BAIRD | KAMAS, UT | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $26 | $0 | $26 | 0.1% | 1 |
History & trajectory
10 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