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Sponsor portfolioWelfare / HealthEIN 85-0246898

LA MONTANITA CO-OP

901 MENAUL BOULEVARD NE · ALBUQUERQUE, NM 87107
5052172024
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$533K
No prior year
Persons covered
179
No prior year
Total participants
159
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$533K
LA MONTANITA CO-OP EMPLOYEE BENEFITS PLAN
Mixed179 covered·5 carriers
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$400K68.1%
Dental$66K11.3%
Short-term disability$29K5.0%
Long-term disability$29K5.0%
Life$25K4.2%
Other$25K4.2%
Vision$13K2.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
SL
$400K75.0%11147
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
DLOth
$91K17.0%12179
HARTFORD LIFE AND ACCIDENT
EIN 060838648
STDLTD
$29K5.5%1144
KANSAS CITY LIFE INSURANCE COMPANY
EIN 440308260
V
$13K2.5%11128

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CRC BENEFITSPHOENIX, AZFIDELITY SECURITY LIFE INSURANCE COMPANY$20K$0$20K61.4%1
SAGE BENEFIT CONSULTANTSALBUQUERQUE, NMCOMPANION LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY DENTAL PLAN, HARTFORD LIFE AND ACCIDENT$9K$0$9K28.2%1
BENEFITSOURCE INCALBUQUERQUE, NMCOMPANION LIFE INSURANCE COMPANY$2K$0$2K5.3%1
MONICA MARTINEZALBUQUERQUE, NMKANSAS CITY LIFE INSURANCE COMPANY$1K$0$1K3.1%1
BURT SHELLEY BALBUQUERQUE, NMKANSAS CITY LIFE INSURANCE COMPANY$335$0$3351.0%1
SHELLEY BURTALBUQUERQUE, NMCOMPANION LIFE INSURANCE COMPANY DENTAL PLAN$314$0$3141.0%1

History & trajectory

10 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
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