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Sponsor portfolioWelfare / HealthEIN 63-0649108

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C.

15 20TH STREET · BIRMINGHAM, AL 35233
2058018055
Plans filed
6
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
11,738
No prior year
Total participants
20,843
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #505$3.7M
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. LONG TERM DISABILITY PLAN
Mixed4,393 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$2.3M
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. GROUP LIFE PLAN
Fully insured4,393 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #508$619K
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. VISION SERVICE PLAN
Fully insured2,952 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #503$0
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #506$0
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. HEALTH INSURANCE PLAN
Self-funded0 covered·0 carriers
Plan #507$0
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.9M36.8%
Short-term disability$3.7M22.6%
Long-term disability$3.7M22.6%
Life$2.3M14.2%
Vision$619K3.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$5.9M90.6%228,786
VISION SERVICE PLAN
EIN 061227840
V
$619K9.4%112,952

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCRALEIGH, NCSUN LIFE ASSURANCE COMPANY OF CANADA$614K$33K$647K84.1%2
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILSUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN$87K$0$87K11.2%2
LOCKTON COMPANIES, LLCATLANTA, GAVISION SERVICE PLAN$36K$0$36K4.7%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
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