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Sponsor portfolioWelfare / HealthEIN 61-1572941

NEW PERSPECTIVE SENIOR LIVING

5900 CLEARWATER DRIVE · MINNETONKA, MN 55343
9522418204
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$680K
No prior year
Persons covered
2,225
No prior year
Total participants
2,228
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #511$680K
NEW PERSPECTIVE SENIOR LIVING EMPLOYEE BENEFITS PLAN
Mixed2,225 covered·2 carriers
Primary: SUNLIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$643K24.6%
Short-term disability$643K24.6%
Long-term disability$643K24.6%
Other$643K24.6%
Vision$37K1.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$643K94.6%112,225
EYEMED VISION CARE
EIN 430949844
V
$37K5.4%11676

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NATIONAL ENROLLMENT PARTNERS LLCCRANSTON, RISUNLIFE ASSURANCE COMPANY OF CANADA$31K$0$31K33.9%1
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., SUNLIFE ASSURANCE COMPANY OF CANADA$26K$0$26K28.6%1
USI INSURANCE SERVICES LLCKIMBERLY, WIEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., SUNLIFE ASSURANCE COMPANY OF CANADA$21K$0$21K22.8%1
HAYS COMPANIES, INC.MINNEAPOLIS, MNEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., SUNLIFE ASSURANCE COMPANY OF CANADA$13K$0$13K14.7%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
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