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Sponsor portfolioWelfare / HealthEIN 84-1383042
PROFESSIONAL CASE MANAGEMENT
500 EAST 8TH AVENUE · DENVER, CO 80203
3037644282
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$8.6M
No prior year
Persons covered
1,203
No prior year
Total participants
887
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$8.6M
PROFESSIONAL CASE MANAGEMENT HEALTH AND WELFARE PLAN
Fully insured1,203 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$303K
PROFESSIONAL CASE MANAGEMENT DENTAL PLAN
Fully insured826 covered·1 carrier
Primary: ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.
Plan #503$76K
PROFESSIONAL CASE MANAGEMENT VISION PLAN
Fully insured739 covered·1 carrier
Primary: ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $7.9M | 46.8% | |
| Vision | $7.9M | 46.8% | |
| Dental | $493K | 2.9% | |
| Short-term disability | $256K | 1.5% | |
| Long-term disability | $191K | 1.1% | |
| Life | $66K | 0.4% | |
| Other | $66K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HV | $7.9M | 91.3% | 1 | 1 | 1,203 |
EIN 135581829 | D | $493K | 5.7% | 1 | 1 | 753 |
EIN 381082080 | STDLTD | $191K | 2.2% | 1 | 1 | 612 |
EIN 570144607 | LSTDOth | $66K | 0.8% | 1 | 1 | 47 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | DENVER, CO | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY | $145K | $13K | $157K | 95.6% | 1 |
| VOLUNTARY SOLUTIONS INC | BRIGHTON, CO | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $2K | $5K | 2.8% | 1 |
| RPM BENEFIT ADVISORS LLC | BIG SPRINGS, NE | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $55 | $3K | 1.6% | 1 |
| FOREVER EMPLOYER LTD | FORT COLLINS, CO | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $39 | $0 | $39 | 0.0% | 1 |
History & trajectory
11 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