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Sponsor portfolioWelfare / HealthEIN 75-3113870
AFFINITY PROPERTY MANAGEMENT
1303 SOUTHWEST 16TH · PORTLAND, OR 97201
5038920999
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
377
No prior year
Total participants
263
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 |
|---|---|---|---|
| Health | $2.5M | 32.6% | |
| Dental | $2.5M | 32.6% | |
| Vision | $2.5M | 32.6% | |
| Other | $84K | 1.1% | |
| Life | $77K | 1.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVLOth | $2.6M | 99.7% | 1 | 2 | 377 |
EIN 590781901 | Oth | $7K | 0.3% | 1 | 1 | 15 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LEONARD ADAMS INSURANCE INC | PORTLAND, OR | UNITEDHEALTHCARE INSURANCE COMPANY | $17K | $73K | $90K | 99.4% | 1 |
| 5 PEAKS SOLUTIONS LLC | LAKEWOOD, WA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $445 | $0 | $445 | 0.5% | 1 |
| FAIRBANKS INSURANCE AGENCY INC | SHERWOOD, OR | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $88 | $0 | $88 | 0.1% | 1 |
| AGENCY INSURANCE CONSULTANTS INC | UNIVERSITY PLACE, WA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | $0 | $22 | 0.0% | 1 |
| SCHAFF TRACY | TACOMA, WA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
History & trajectory
9 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