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Sponsor portfolioWelfare / HealthEIN 85-3932468
BLUE TRUST INC.
1125 SANCTUARY PARKWAY · ALPHARETTA, GA 30009
7702806087
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$566K
No prior year
Persons covered
750
No prior year
Total participants
438
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 |
|---|---|---|---|
| Other | $517K | 28.2% | |
| Life | $462K | 25.2% | |
| Short-term disability | $403K | 22.0% | |
| Long-term disability | $403K | 22.0% | |
| Vision | $49K | 2.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LSTDLTDOth | $517K | 91.3% | 1 | 5 | 438 |
EIN 430949844 | V | $49K | 8.7% | 1 | 1 | 750 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | JOHNS CREEK, GA | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $79K | $12K | $91K | 100.0% | 1 |
History & trajectory
4 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