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Sponsor portfolioWelfare / HealthEIN 82-2086881
FATHOM MANAGEMENT LLC
80 EXCHANGE ST. SUITE 400 · PORTLAND, ME 04101
2078088787
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$751K
No prior year
Persons covered
167
No prior year
Total participants
167
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 | $654K | 81.2% | |
| Dental | $61K | 7.5% | |
| Life | $27K | 3.4% | |
| Short-term disability | $27K | 3.4% | |
| Other | $27K | 3.4% | |
| Vision | $9K | 1.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042452600 | H | $654K | 87.1% | 1 | 2 | 99 |
EIN 010286541 | D | $61K | 8.1% | 1 | 1 | 153 |
EIN 060838648 | LSTDOth | $27K | 3.6% | 1 | 1 | 167 |
EIN 270175911 | V | $9K | 1.2% | 1 | 1 | 118 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CLARK INSURANCE | PORTLAND, ME | HARVARD PILGRIM HEALTH CARE, HPHC INSURANCE COMPANY | $24K | $5K | $28K | 77.5% | 1 |
| MARSH & MCLENNAN AGENCY LLC | PORTLAND, ME | HARTFORD LIFE AND ACCIDENT, DELTA DENTAL PLAN OF MAINE, RED TREE INSURANCE COMPANY, INC. | $7K | $662 | $7K | 20.6% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | DELTA DENTAL PLAN OF MAINE, RED TREE INSURANCE COMPANY, INC. | $689 | $0 | $689 | 1.9% | 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