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Sponsor portfolioWelfare / HealthEIN 84-1508864
INTELLISOURCE LLC
1899 WYNKOOP STREET, SUITE 900 · DENVER, CO 80202
3036921100
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$146K
No prior year
Persons covered
139
No prior year
Total participants
84
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 |
|---|---|---|---|
| Other | $71K | 21.1% | |
| Dental | $66K | 19.5% | |
| Life | $64K | 18.9% | |
| Short-term disability | $64K | 18.9% | |
| Long-term disability | $64K | 18.9% | |
| Vision | $9K | 2.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 341650967 | DOth | $73K | 50.1% | 1 | 2 | 139 |
EIN 470322111 | LSTDLTDOth | $64K | 43.7% | 1 | 1 | 84 |
EIN 430949844 | V | $9K | 6.2% | 1 | 1 | 123 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | WICHITA, KS | UNITED OF OMAHA LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY | $12K | $4K | $16K | 87.9% | 1 |
| PAYCHEX INSURANCE AGENCY, INC. | ROCHESTER, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 12.1% | 1 |
History & trajectory
8 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