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Sponsor portfolioWelfare / HealthEIN 83-2044663
TREND HEALTH PARTNERS, LLC
d/b/a TREND HEALTH PARTNERS, LLC
20 WIGHT AVENUE · HUNT VALLEY, MD 21030
4436892700
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.7M
No prior year
Persons covered
716
No prior year
Total participants
354
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 | $5.7M | 20.4% | |
| Health | $5.4M | 19.1% | |
| Dental | $5.4M | 19.1% | |
| Vision | $5.4M | 19.1% | |
| Prescription drug | $5.4M | 19.1% | |
| Life | $293K | 1.0% | |
| Short-term disability | $293K | 1.0% | |
| Long-term disability | $293K | 1.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521385894 | HRxDVOth | $5.4M | 94.0% | 1 | 1 | 716 |
EIN 470322111 | LSTDLTDOth | $293K | 5.1% | 1 | 1 | 354 |
EIN 135123390 | Oth | $51K | 0.9% | 1 | 1 | 85 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIAM M SPENCE | ELLICOTT CITY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST OF MARYLAND, INC. | $25K | $201K | $227K | 55.0% | 1 |
| ADVOCATE, INC. | NEW YORK, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST OF MARYLAND, INC. | $31K | $84K | $115K | 27.9% | 1 |
| AMWINS | HUNT VALLEY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST OF MARYLAND, INC. | $390 | $31K | $31K | 7.6% | 1 |
| MATHER & STROHL ADMIN SVC INC | DALLAS, TX | CAREFIRST OF MARYLAND, INC. | $0 | $17K | $17K | 4.2% | 1 |
| HILB GROUP OF NEW ENGLAND | HUNT VALLEY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $3K | $16K | 3.8% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | WHITE PLAINS, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $289 | $6K | $6K | 1.5% | 1 |
| FINANCIAL BALANCE GROUP LLC | HUNT VALLEY, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $89 | $0 | $89 | 0.0% | 1 |
History & trajectory
4 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