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Sponsor portfolioWelfare / HealthEIN 84-3374401
A STEP FORWARD
1649 E 1400 S SUITE 140 · CLEARFIELD, UT 84015
8012811314
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$873K
No prior year
Persons covered
270
No prior year
Total participants
167
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 |
|---|---|---|---|
| Stop-loss | $520K | 19.7% | |
| Dental | $354K | 13.4% | |
| Vision | $354K | 13.4% | |
| Life | $354K | 13.4% | |
| Short-term disability | $354K | 13.4% | |
| Long-term disability | $354K | 13.4% | |
| Other | $354K | 13.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $520K | 59.5% | 1 | 1 | 167 |
EIN 381082080 | DVLSTDLTDOth | $354K | 40.5% | 1 | 1 | 270 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CUI BENEFITS | MIDVALE, UT | SUN LIFE ASSURANCE COMPANY OF CANADA | $40K | $13K | $53K | 77.5% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 22.5% | 1 |
History & trajectory
3 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