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Sponsor portfolioWelfare / HealthEIN 82-0255723

FORSGREN ASSOCIATES, INC.

370 E 500 S · SALT LAKE CITY, UT 84111
8014788505
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.0M
No prior year
Persons covered
283
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
FORSGREN ASSOCIATES, INC. HEALTH AND WELCARE PLAN
Fully insured283 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M46.3%
Dental$1.9M46.3%
Short-term disability$111K2.7%
Life$76K1.9%
Long-term disability$76K1.9%
Other$35K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$1.9M94.4%11283
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTD
$76K3.8%11134
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
STDOth
$35K1.8%1180

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS BENEFITS INCSOUTH SALT LAKE, UTAETNA LIFE INSURANCE CO., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAN$19K$3K$23K50.6%1
EMPLOYEE NAVIGATOR, LLCSALT LAKE CITY, UTTHE GUARDIAN LIFE INSURANCE COMPANY FO AMERICA$22K$0$22K49.4%1
MORETON & COMPANYSALT LAKE CITY, UTEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAN$6$0$60.0%1
PROFESSIONAL GROUP PLAN, INCHAUPPAUGE, NYEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAN$0$3$30.0%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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