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Sponsor portfolioWelfare / HealthEIN 84-1278230
MCWHINNEY REAL ESTATE SERVICES
2725 ROCKY MOUNTAIN AVENUE, · LOVELAND, CO 80538
9709629990
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$298K
No prior year
Persons covered
269
No prior year
Total participants
143
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 |
|---|---|---|---|
| Dental | $133K | 19.9% | |
| Other | $132K | 19.8% | |
| Life | $123K | 18.4% | |
| Short-term disability | $123K | 18.4% | |
| Long-term disability | $123K | 18.4% | |
| Vision | $33K | 5.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 834416613 | D | $133K | 44.5% | 1 | 1 | 269 |
EIN 470322111 | LSTDLTDOth | $123K | 41.2% | 1 | 1 | 149 |
EIN 061227840 | V | $33K | 11.2% | 1 | 1 | 138 |
EIN 591031071 | Oth | $9K | 3.1% | 1 | 1 | 143 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SHIRAZI-MILLER BENEFITS LLC | GREELEY, CO | UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF COLORADO | $22K | $7K | $28K | 96.1% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 3.9% | 1 |
History & trajectory
10 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