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Sponsor portfolioWelfare / HealthEIN 82-1030164
KBF ADVISORY LLC
5285 MEADOWS RD., SUITE 420 · LAKE OSWEGO, OR 92035
5039634720
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
224
No prior year
Total participants
136
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 |
|---|---|---|---|
| Health | $1.6M | 34.5% | |
| Prescription drug | $1.6M | 34.5% | |
| Dental | $1.3M | 28.4% | |
| Other | $36K | 0.8% | |
| Long-term disability | $29K | 0.6% | |
| Life | $23K | 0.5% | |
| Short-term disability | $20K | 0.4% | |
| Vision | $13K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDOth | $1.3M | 78.0% | 1 | 3 | 119 |
EIN 930798039 | HRx | $283K | 16.8% | 1 | 3 | 25 |
EIN 360883760 | VLSTDLTDOth | $85K | 5.0% | 1 | 4 | 224 |
EIN 330619312 | Oth | $3K | 0.2% | 1 | 1 | 123 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, CIGNA HEALTH AND LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $95K | $5K | $100K | 100.0% | 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