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Sponsor portfolioWelfare / HealthEIN 51-0517525

ON Q FINANCIAL, LLC

14275 N 87TH STREET #210 · SCOTTSDALE, AZ 85260
2404543494
Plans filed
1
Years active
2016–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$98K
No prior year
Persons covered
16
No prior year
Total participants
17
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$98K
ON Q FINANCIAL EMPLOYEE BENEFIT PLAN
Mixed16 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$98K20.0%
Life$98K20.0%
Short-term disability$98K20.0%
Long-term disability$98K20.0%
Other$98K20.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$98K100.0%1116

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOGUARDIAN$8K$2K$10K55.5%1
MARSH & MCLENNAN AGENCY LLCSAVANNAH, GAGUARDIAN$8K$0$8K44.5%1

History & trajectory

8 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
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