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Sponsor portfolioWelfare / HealthEIN 84-1450808
CONSERVATION LEGACY
701 CAMINO DEL RIO SUITE 101 · DURANGO, CO 81301
9704030147
- Plans filed
- 6
- Years active
- 2020–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$127K
No prior year
Persons covered
162
No prior year
Total participants
171
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$127K
CONSERVATION LEGACY WELFARE BENEFITS PLAN
Mixed162 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$56K
CONSERVATION LEGACY EMPLOYEE DENTAL PLAN
Fully insured176 covered·1 carrier
Primary: DELTA DENTAL OF COLORADO
Plan #504$34K
CONSERVATION LEGACY EMPLOYEE LIFE AND DISABILITY PLAN
Fully insured142 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #505$31K
CONSERVATION LEGACY EMPLOYEE BENEFITS PLAN
Fully insured125 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$18K
CONSERVATION LEGACY EMPLOYEE VISION PLAN
Fully insured126 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #501$0
CONSERVATION LEGACY HEALTH PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $107K | 26.9% | |
| Short-term disability | $90K | 22.7% | |
| Long-term disability | $90K | 22.7% | |
| Other | $90K | 22.7% | |
| Vision | $20K | 5.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $90K | 70.9% | 1 | 1 | 162 |
EIN 061227840 | V | $20K | 16.0% | 1 | 1 | 135 |
EIN 390989781 | L | $17K | 13.1% | 1 | 1 | 14 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | HUNT VALLEY, MD | TRANSAMERICA LIFE INSURANCE COMPANY | $12K | $0 | $12K | 54.2% | 1 |
| FRED C. CHURCH INC. | LOWELL, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $1K | $10K | 45.8% | 1 |
History & trajectory
6 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