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Sponsor portfolioWelfare / HealthEIN 80-0948242
FINANCE OF AMERICA EQUITY CAPITAL LLC
5830 GRANITE PARKWAY · PLANO, TX 75024
8558502248
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
1,072
No prior year
Total participants
783
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 | $634K | 22.8% | |
| Dental | $516K | 18.5% | |
| Other | $415K | 14.9% | |
| Life | $383K | 13.8% | |
| Short-term disability | $383K | 13.8% | |
| Long-term disability | $383K | 13.8% | |
| Vision | $71K | 2.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $634K | 38.7% | 1 | 3 | 57 |
EIN 531031071 | D | $516K | 31.5% | 1 | 1 | 585 |
EIN 910742147 | LSTDLTDOth | $383K | 23.4% | 1 | 1 | 0 |
EIN 430949844 | V | $71K | 4.3% | 1 | 1 | 1,072 |
EIN 410451140 | Oth | $32K | 2.0% | 1 | 1 | 619 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | WARRINGTON, PA | SYMETRA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, RELIASTAR LIFE INSURANCE COMPANY | $6K | $66K | $73K | 100.0% | 1 |
History & trajectory
5 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