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Sponsor portfolioWelfare / HealthEIN 84-2978102
CADDIS CAPITAL MANAGEMENT LLC
132 E 13065 S STE 175 · DRAPER, UT 840208643
8015902715
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$290K
No prior year
Persons covered
242
No prior year
Total participants
242
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 |
|---|---|---|---|
| Life | $290K | 54.4% | |
| Other | $97K | 18.2% | |
| Short-term disability | $73K | 13.7% | |
| Long-term disability | $73K | 13.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
L | $193K | 66.5% | 1 | 1 | 0 | |
EIN 060838648 | LSTDLTDOth | $73K | 25.2% | 1 | 1 | 55 |
EIN 135581829 | LOth | $24K | 8.3% | 1 | 1 | 242 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRUCORDIA INSURANCE SERVICES LLC | LINDON, UT | HARTFORD LIFE AND ACCIDENT | $10K | $193 | $10K | 50.2% | 1 |
| GIS BENEFITS INC | MORRIS, IL | HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY | $1K | $4K | $5K | 25.6% | 1 |
| PCF INSURANCE SERVICES OF THE WEST | PROVO, UT | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $0 | $4K | 18.4% | 1 |
| PLANSIGHT, INC. | LEHI, UT | HARTFORD LIFE AND ACCIDENT | $0 | $1K | $1K | 5.7% | 1 |
Policy details
Latest year, by plan