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Sponsor portfolioWelfare / HealthEIN 52-0788987
UNITED PLANNING ORGANIZATION
301 RHODE ISLAND AVENUE NW · WASHINGTON, DC 20001
2022384617
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
352
No prior year
Total participants
390
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 | $2.0M | 37.6% | |
| Prescription drug | $2.0M | 37.6% | |
| Other | $413K | 7.7% | |
| Life | $268K | 5.0% | |
| Short-term disability | $268K | 5.0% | |
| Long-term disability | $268K | 5.0% | |
| Dental | $89K | 1.6% | |
| Vision | $24K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 520954463 | HRx | $2.0M | 79.4% | 1 | 1 | 223 |
EIN 221211670 | LSTDLTDOth | $268K | 10.5% | 1 | 1 | 343 |
EIN 822723296 | Oth | $131K | 5.2% | 1 | 1 | 119 |
EIN 135581829 | D | $89K | 3.5% | 1 | 1 | 352 |
EIN 061227840 | V | $24K | 0.9% | 1 | 1 | 133 |
EIN 010278678 | Oth | $13K | 0.5% | 1 | 1 | 10 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ROCKVILLE, MD | METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., VISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $111K | $5K | $116K | 80.7% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $7K | $7K | 4.7% | 1 |
| ENROLLEASE | BETHESDA, MD | AFLAC | $6K | $0 | $6K | 4.2% | 1 |
| JASON A BARE | HAVRE DE GRACE, MD | AFLAC | $4K | $103 | $4K | 2.8% | 1 |
| ERNESTO MCKENZIE JR | LAUREL, MD | AFLAC | $3K | $48 | $3K | 2.4% | 1 |
| BEVERLY THOMAS | WALDORF, MD | AFLAC | $2K | $0 | $2K | 1.5% | 1 |
| MID ATLANTIC BENEFITS GROUP LLC | HAVRE DE GRACE, MD | AFLAC | $2K | $0 | $2K | 1.4% | 1 |
| MICHAEL C WALKER | HAVRE DE GRACE, MD | AFLAC | $2K | $29 | $2K | 1.4% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 0.9% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $86 | $86 | 0.1% | 1 |
History & trajectory
11 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