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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $448K | 19.9% | |
| Dental | $432K | 19.2% | |
| Life | $432K | 19.2% | |
| Short-term disability | $432K | 19.2% | |
| Long-term disability | $432K | 19.2% | |
| Vision | $70K | 3.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DLSTDLTDOth | $432K | 83.4% | 1 | 1 | 492 |
EIN 237089668 | V | $70K | 13.5% | 1 | 1 | 253 |
EIN 461777570 | Oth | $9K | 1.8% | 1 | 1 | 295 |
EIN 872388197 | Oth | $5K | 0.9% | 1 | 1 | 295 |
EIN 591031071 | Oth | $2K | 0.4% | 1 | 1 | 1 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $21K | $3K | $24K | 99.7% | 1 |
| THE BALDWIN GROUP WEST LLC | SEATTLE, WA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $225 | $0 | $225 | 0.9% | 1 |
| ARMFIELD HARRISON & THOMAS | LEESBURG, VA | METROPOLITAN 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