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Sponsor portfolioWelfare / HealthEIN 81-3453207
FACET WEALTH, INC.
400 E. PRATT STREET · BALTIMORE, MD 21202
4433766460
- Plans filed
- 4
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
279
No prior year
Total participants
168
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$2.3M
FACET WEALTH MEDICAL PLAN
Fully insured399 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #504$2.2M
FACET WEALTH WRAP BENEFIT PLAN
Fully insured279 covered·2 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #502$199K
FACET WEALTH DENTAL AND VISION PLAN
Fully insured407 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$158K
FACET WEALTH LIFE AND DISABILITY PLAN
Fully insured240 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 31.3% | |
| Dental | $2.1M | 31.3% | |
| Vision | $2.1M | 31.3% | |
| Life | $100K | 1.5% | |
| Short-term disability | $100K | 1.5% | |
| Long-term disability | $100K | 1.5% | |
| Other | $100K | 1.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HDV | $2.1M | 95.5% | 1 | 1 | 279 |
EIN 470322111 | LSTDLTDOth | $100K | 4.5% | 1 | 1 | 160 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO. | $11K | $8K | $20K | 72.2% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 18.5% | 1 |
| NFP INSURANCE SERVICES INC | WEST LAKE HILLS, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.2% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 4.1% | 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