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Sponsor portfolioWelfare / HealthEIN 81-3389131

CONCENTRIC ADVISORS, INC.

5150 CARILLON POINT · KIRKLAND, WA 98033
8668285855
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$518K
No prior year
Persons covered
492
No prior year
Total participants
317
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$518K
CONCENTRIC ADVISORS, INC EMPLOYEE BENEFITS PLAN
Mixed492 covered·5 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$448K19.9%
Dental$432K19.2%
Life$432K19.2%
Short-term disability$432K19.2%
Long-term disability$432K19.2%
Vision$70K3.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLSTDLTDOth
$432K83.4%11492
VISION SERVICE PLAN
EIN 237089668
V
$70K13.5%11253
HEADSPACE
EIN 461777570
Oth
$9K1.8%11295
WORKPLACE OPTIONS
EIN 872388197
Oth
$5K0.9%11295
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$2K0.4%111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CAMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$21K$3K$24K99.7%1
THE BALDWIN GROUP WEST LLCSEATTLE, WACIGNA HEALTH AND LIFE INSURANCE COMPANY$225$0$2250.9%1
ARMFIELD HARRISON & THOMASLEESBURG, VAMETROPOLITAN LIFE INSURANCE COMPANY-$145$0-$145-0.6%1

History & trajectory

2 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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