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Sponsor portfolioWelfare / HealthEIN 75-3122530
ONTARIO SYSTEMS, LLC DBA FINVI
700 DISTRICT AVE, FLOOR 9 · BURLINGTON, MA 01803
7657517029
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$361K
No prior year
Persons covered
290
No prior year
Total participants
294
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 | $293K | 40.9% | |
| Life | $257K | 35.8% | |
| Vision | $68K | 9.5% | |
| Health | $33K | 4.6% | |
| Dental | $33K | 4.6% | |
| Prescription drug | $33K | 4.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LOth | $257K | 71.1% | 1 | 2 | 290 |
EIN 591031071 | Oth | $37K | 10.1% | 1 | 2 | 58 |
EIN 061227840 | V | $35K | 9.7% | 1 | 1 | 218 |
EIN 990040115 | HRxDV | $33K | 9.1% | 1 | 1 | 4 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $19K | $3K | $23K | 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