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Sponsor portfolioWelfare / HealthEIN 81-1078842

TRUE UP COMPANIES

20713 E. OCOTILLO ROAD · QUEEN CREEK, AZ 85142
4806870921
Plans filed
1
Years active
2023–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
192
No prior year
Total participants
193
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
TRUE UP COMPANIES BENEFIT PLAN
Fully insured192 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$992K30.1%
Dental$992K30.1%
Prescription drug$992K30.1%
Life$75K2.3%
Short-term disability$75K2.3%
Long-term disability$75K2.3%
Other$75K2.3%
Vision$14K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRxD
$992K91.8%11185
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$75K7.0%11192
EYEMED VISION CARE
EIN 430949844
V
$14K1.3%11151

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSCOTTSDALE, AZBLUE CROSS BLUE SHIELD OF ARIZONA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., HARTFORD LIFE AND ACCIDENT$69K$2K$70K100.0%1

History & trajectory

3 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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