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Sponsor portfolioWelfare / HealthEIN 75-1965288
HOA HOLDCO, LLC
900 CIRCLE 75 PARKWAY, SUITE 1260 · ATLANTA, GA 30339
7707792320
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$384K
No prior year
Persons covered
830
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $344K | 25.3% | |
| Life | $326K | 23.9% | |
| Short-term disability | $326K | 23.9% | |
| Long-term disability | $326K | 23.9% | |
| Vision | $40K | 2.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 410451140 | LSTDLTDOth | $329K | 85.8% | 1 | 2 | 830 |
EIN 363560825 | V | $40K | 10.4% | 1 | 1 | 230 |
EIN 134256913 | Oth | $14K | 3.8% | 1 | 1 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | VISION SERVICE PLAN, RELIASTAR LIFE INSURANCE COMPANY, LEGALPLANS, USA | $45K | $0 | $45K | 100.0% | 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