PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. YEH AND ASSOCIATES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 84-1498347

YEH AND ASSOCIATES, INC.

2000 CLAY STREET · DENVER, CO 80211
3037819590
Plans filed
3
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$62K
No prior year
Persons covered
124
No prior year
Total participants
124
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$1.3M
YEH AND ASSOCIATES, INC. MEDICAL PLAN
Fully insured91 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$62K
YEH AND ASSOCIATES, INC. HEALTH & WELFARE PLAN
Mixed124 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$45K
YEH AND ASSOCIATES, INC. LIFE AND DISABILITY PLAN
Fully insured162 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$62K37.4%
Life$48K28.9%
Long-term disability$48K28.9%
Short-term disability$8K4.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$48K77.1%11124
AFLAC
EIN 822723296
STDOth
$8K13.1%117
U.S. LEGAL SERVICES, INC.
EIN 592293310
Oth
$6K9.8%1124

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESGREENWOOD VILLAGE, COUS LEGAL SERVICES, INC., AFLAC, UNITED OF OMAHA LIFE INSURANCE COMPANY$6K$1K$7K86.6%1
PATRICIA DOYLEWESTMINSTER, COAFLAC$339$0$3394.2%1
JERDIE R CROSSLANDLAKEWOOD, COAFLAC$238$0$2383.0%1
KIMBERLY SCOTTLOVELAND, COAFLAC$212$0$2122.6%1
LAURA M MARCOTTEJOHNSTOWN, COAFLAC$186$0$1862.3%1
KYLE PROBASCOJOHNSTOWN, COAFLAC$53$0$530.7%1
TRACY BERNZOTTLITTLETON, COAFLAC$48$0$480.6%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica