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Sponsor portfolioWelfare / HealthEIN 56-1295697
VIZO FINANCIAL CORPORATE CREDIT UNION
7900 TRIAD CENTER DRIVE SUITE 410 · GREENSBORO, NC 27409
8006227494
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$262K
No prior year
Persons covered
308
No prior year
Total participants
163
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 |
|---|---|---|---|
| Life | $139K | 17.4% | |
| Short-term disability | $139K | 17.4% | |
| Long-term disability | $139K | 17.4% | |
| Other | $139K | 17.4% | |
| Dental | $122K | 15.2% | |
| Vision | $122K | 15.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | LSTDLTDOth | $139K | 53.3% | 1 | 1 | 161 |
EIN 455492167 | DV | $122K | 46.7% | 1 | 1 | 308 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | SYMETRA LIFE INSURANCE COMPANY, CAPITAL ADVANTAGE ASSURANCE COMPANY | $13K | $7K | $21K | 100.0% | 1 |
History & trajectory
9 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