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Sponsor portfolioWelfare / HealthEIN 85-3347496
ADVANTAGE SERVICES GROUP
3869 NORWOOD DR., UNIT 5 · LITTLETON, CO 80125
3033583101
- Plans filed
- 3
- Years active
- 2023–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$2.6M
No prior year
Persons covered
631
No prior year
Total participants
172
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$2.6M
ADVANTAGE SERVICES GROUP, LLC. WELFARE BENEFIT PLAN
Fully insured631 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #501$1.6M
ADVANTAGE SERVICES GROUP MEDICAL BENEFIT PLAN
Fully insured174 covered·1 carrier
Primary: REGENCE BLUECROSS BLUESHIELD OF OREGON
Plan #502$105K
ADVANTAGE SERVICES GROUP ANCILLARY BENEFIT PLAN
Fully insured217 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 81.9% | |
| Dental | $158K | 5.5% | |
| Vision | $158K | 5.5% | |
| Life | $101K | 3.5% | |
| Other | $101K | 3.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $2.3M | 90.0% | 1 | 1 | 378 |
EIN 470098400 | DV | $158K | 6.1% | 1 | 1 | 631 |
EIN 570144607 | LOth | $101K | 3.9% | 1 | 8 | 172 |
Broker overview
29 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | PORTLAND, OR | AETNA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP | $102K | $7K | $109K | 62.4% | 1 |
| HEARTSEASE LLC | HILLSBORO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $9K | $22K | 12.5% | 1 |
| WORKSITE BENEFITS GROUP INC | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $10K | $15K | 8.4% | 1 |
| DAVID KINNEY | LONGVIEW, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 3.4% | 1 |
| BENEFITS BY DESIGN INC | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 3.3% | 1 |
| CHRISTINE LYNN MORGESTER | OREGON CITY, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $146 | $4K | 2.1% | 1 |
| NICHOLAS J WOOG | SEATTLE, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $380 | $3K | 2.0% | 1 |
| ISAACSON INSURANCE AGENCY LLC | WEST LINN, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $535 | $2K | 1.3% | 1 |
| MICHAEL ANTHONY DURRE | BEND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $62 | $2K | 1.0% | 1 |
| DSVID KINNEY | LONGVIEW, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $996 | $407 | $1K | 0.8% | 1 |
| MELISSA CATHLEEN HADLOCK | BATTLE GROUND, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $118 | $1K | 0.7% | 1 |
| ROXANA BUSCHMAN | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $976 | $39 | $1K | 0.6% | 1 |
| GABRIEL ANGEL CANALS | GRESHAM, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $302 | $303 | $605 | 0.3% | 1 |
| JAMES ANDREW WILSON | BEND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $456 | $142 | $598 | 0.3% | 1 |
| ISSACSON INSURANCE AGENCY LLC | WEST LINN, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $258 | $82 | $340 | 0.2% | 1 |
| BENEFITS BY DESIGNS INC | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $199 | $96 | $295 | 0.2% | 1 |
| MEGAN ELIZABETH CASTO | OLYMPIA, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $165 | $81 | $246 | 0.1% | 1 |
| ZACHAREE KEITH SIAHPUSH | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $165 | $11 | $176 | 0.1% | 1 |
| ABIGAIL TAYLOR WEILAND | SHERWOOD, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $40 | $66 | 0.0% | 1 |
| SUSAN GOLD STOKES | HUNTSVILLE, AL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $11 | $65 | 0.0% | 1 |
| TRICIA MILLER | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $0 | $55 | 0.0% | 1 |
| SUPERSWELL LLC | BEND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $38 | $0 | $38 | 0.0% | 1 |
| UNITED RISK & INSURANCE SERVICES | SUNRIVER, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $0 | $35 | 0.0% | 1 |
| SUSAN J LEACH | PORTLAND, OH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | $1 | $30 | 0.0% | 1 |
| JOHN KEVIN CORNETT | BEND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.0% | 1 |
| RAQUEL LOSADA MONROY | CAMAS, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $3 | $15 | 0.0% | 1 |
| KRISTIN LEASE | LOS ALAMITOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $9 | $14 | 0.0% | 1 |
| TY ROBERT NAUGLE | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $8 | $13 | 0.0% | 1 |
| MARCI TALBURT | GLENDALE, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $4 | $11 | 0.0% | 1 |
History & trajectory
2 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