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Sponsor portfolioWelfare / HealthEIN 62-1788235

UT-BATTELLE, LLC

PO BOX 2008 · OAK RIDGE, TN 37831
8655760965
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$15.0M
No prior year
Persons covered
14,161
No prior year
Total participants
21,384
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #511$14.7M
OAK RIDGE NATIONAL LABORATORIES FRINGE BENEFIT WRAP PLAN
Mixed7,004 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #510$300K
OAK RIDGE NATIONAL LABORATORIES WELFARE BENEFIT WRAP PLAN
Mixed7,157 covered·1 carrier
Primary: MAGELLAN HEALTHCARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$13.6M90.5%
Other$1.4M9.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$13.6M90.5%146,617
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$633K4.2%115,752
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$490K3.3%127,004
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$300K2.0%117,157

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BUCK GLOBAL LLCDALLAS, TXARAG INSURANCE COMPANY$82K$0$82K45.8%1
BUCK CONSULTANTS LLCNEW YORK, NYZURICH AMERICAN INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$68K$18$68K37.9%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYZURICH AMERICAN INSURANCE COMPANY$0$24K$24K13.4%1
USI INSURANCE SERVICES LLCDUBLIN, OHZURICH AMERICAN INSURANCE COMPANY$5K$0$5K3.0%1

History & trajectory

10 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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