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Sponsor portfolioWelfare / HealthEIN 61-0487955

BELLARMINE UNIVERSITY

2001 NEWBURG ROAD · LOUISVILLE, KY 40205
5022728236
Plans filed
1
Years active
2022–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
789
No prior year
Total participants
445
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$5.1M
BELLARMINE UNIVERSITY FLEXIBLE BENEFITS PLAN
Fully insured789 covered·7 carriers
Primary: ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.8M32.4%
Vision$4.8M32.4%
Dental$4.8M32.4%
Other$210K1.4%
Life$159K1.1%
Long-term disability$61K0.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 611237516
HDV
$4.8M94.5%11789
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$220K4.4%12445
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$39K0.8%11116
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$12K0.2%1178
HUMANA INSURANCE COMPANY
EIN 611013183
H
$5K0.1%110
CONCERN EAP
EIN 521157181
V
$880.0%110
EMPHESYS INSURANCE COMPANY
EIN 310935772
$00.0%110

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILTHE DENTAL CONCERN, INC., LINCOLN NATIONAL LIFE INSURANCE COMPANY, EMPHESYS INSURANCE COMPANY, HUMANA HEALTH PLAN, INC., ANTHEM HEALTH PLANS OF KENTUCKY, INC.$112K$20K$132K78.2%1
THE BENEFIT COMPANY INCCOLUMBIA, SCLINCOLN NATIONAL LIFE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF KENTUCKY, INC., AMERICAN HERITAGE LIFE$35K$0$35K20.7%1
JIM TAYLORLOUISVILLE, KYPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$1K$0$1K0.7%1
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCAMERICAN HERITAGE LIFE$762$0$7620.5%1

History & trajectory

4 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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