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Sponsor portfolioWelfare / HealthEIN 85-2412080

RISE48 AM, LLC

d/b/a RISE48 EQUITY
8324 EAST HARTFORD DRIVE · SCOTTSDALE, AZ 85255
6026797209
Plans filed
3
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$348K
No prior year
Persons covered
309
No prior year
Total participants
1,005
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$348K
RISE48 EQUITY, LLC HEALTH & WELFARE PLAN
Fully insured309 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA
Plan #503$34K
RISE48 EQUITY LIFE AND DISABILITY PLAN
Fully insured328 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$23K
RISE48 EQUITY VISION PLAN
Fully insured202 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$133K16.7%
Prescription drug$133K16.7%
Life$105K13.2%
Short-term disability$105K13.2%
Long-term disability$105K13.2%
Other$105K13.2%
Dental$84K10.6%
Vision$26K3.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$133K38.1%1117
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$105K30.2%11251
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$84K24.2%11309
VISION SERVICE PLAN
EIN 061227840
V
$26K7.5%11212

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VADELTA DENTAL OF ARIZONA, BLUE CROSS BLUE SHIELD OF ARIZONA, VISION SERVICE PLAN, SYMETRA LIFE INSURANCE COMPANY$11K$6K$17K57.5%1
ALLIANT INSURANCE SERVICES, INC.LOS ANGELES, CADELTA DENTAL OF ARIZONA, BLUE CROSS BLUE SHIELD OF ARIZONA, VISION SERVICE PLAN, SYMETRA LIFE INSURANCE COMPANY$11K$1K$12K42.5%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
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