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Sponsor portfolioWelfare / HealthEIN 71-0911208

RICHEY, MAY & CO. LLP

9780 S. MERIDIAN BLVD., SUITE 500 · ENGLEWOOD, CO 80112
3039670681
Plans filed
1
Years active
2019–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$292K
No prior year
Persons covered
478
No prior year
Total participants
197
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$292K
RICHEY, MAY & CO. LLP EMPLOYEE BENEFIT PLAN
Mixed478 covered·4 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$283K22.6%
Life$273K21.8%
Short-term disability$273K21.8%
Long-term disability$273K21.8%
Dental$141K11.3%
Vision$9K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$141K48.5%11196
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$132K45.3%11478
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$9K3.2%11107
VISION SERVICE PLAN
EIN 061227840
V
$9K3.0%11158

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDES MOINES, IAVISION SERVICE PLAN, AMERICAN HERITAGE LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE$28K$0$28K94.3%1
ACRISURE LLCENGLEWOOD, COAMERICAN HERITAGE LIFE INSURANCE COMPANY$922$0$9223.1%1
BENEFIT HEALTH ADVISORENGLEWOOD, COTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$686$6862.3%1
BROWN & BROWN INSURANCE SERVICESDENVER, COAMERICAN HERITAGE LIFE INSURANCE COMPANY$89$0$890.3%1

History & trajectory

6 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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