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Sponsor portfolioWelfare / HealthEIN 84-1102893

SUNWARD FINANCIAL CORPORATION

6800 EAST HAMPDEN AVENUE · DENVER, CO 80224
3037584141
Plans filed
1
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$629K
No prior year
Persons covered
124
No prior year
Total participants
147
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$629K
SUNWARD FINANCIAL CORPORATION BENEFIT PLAN
Fully insured124 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$588K32.6%
Dental$588K32.6%
Vision$588K32.6%
Long-term disability$27K1.5%
Life$7K0.4%
Other$7K0.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDV
$588K93.4%11124
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$42K6.6%13122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.DENVER, COLIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$52K$2K$54K96.7%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$2K$2K3.3%1

History & trajectory

9 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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