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Sponsor portfolioWelfare / HealthEIN 85-1550761
ADVENT MSO LLC
10001 WEST INNOVATION DR · WAUWATOSA, WI 53226
4147716780
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
326
No prior year
Total participants
299
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 |
|---|---|---|---|
| Health | $2.9M | 81.3% | |
| Other | $166K | 4.7% | |
| Life | $161K | 4.5% | |
| Short-term disability | $161K | 4.5% | |
| Long-term disability | $161K | 4.5% | |
| Vision | $16K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390138065 | H | $2.9M | 94.1% | 1 | 1 | 326 |
EIN 060838648 | LSTDLTDOth | $161K | 5.3% | 1 | 1 | 296 |
EIN 203212328 | V | $16K | 0.5% | 1 | 1 | 178 |
EIN 391567336 | Oth | $4K | 0.1% | 1 | 1 | 260 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | ANTHEM INSURANCE COMPANIES INC, HARTFORD LIFE AND ACCIDENT, WYSSTA INSURANCE COMPANY INC | $84K | $6K | $90K | 100.0% | 1 |
History & trajectory
6 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