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Sponsor portfolioWelfare / HealthEIN 63-0985776

BLUEHALO

13900 LINCOLN PARK DRIVE · HERNDON, VA 20171
7037184050
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$9.6M
No prior year
Persons covered
2,015
No prior year
Total participants
2,041
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$9.6M
BLUEHALO HEALTH AND WELFARE PLAN
Fully insured2,015 covered·7 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$421K
THE AEGIS TECHNOLOGIES GROUP, LLC FLEXIBLE BENEFITS PLAN
Mixed349 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.2M22.7%
Prescription drug$5.2M22.7%
Other$2.8M12.2%
Life$2.7M11.8%
Short-term disability$2.7M11.8%
Long-term disability$2.7M11.8%
Dental$1.4M6.1%
Vision$242K1.1%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$5.2M53.7%11777
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$2.7M28.1%112,015
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$1.4M14.5%111,846
VISION SERVICE PLAN
EIN 237089668
V
$242K2.5%111,586
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$96K1.0%11950
HARTFORD LIFE AND ACCIDENT
EIN 060838648
HRx
$20K0.2%114
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$00.0%112,015

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCWASHINGTON, DCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, LINCOLN NATIONAL LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY, HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY$236K$119K$355K66.6%1
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, LINCOLN NATIONAL LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY, HARTFORD ACCIDENT AND LIFE INSURANCE COMPANY$136K$42K$178K33.4%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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