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Sponsor portfolioWelfare / HealthEIN 85-4229682

SOCRATES HEALTH HOLDINGS LLC DBA MODIVCARE PERSONAL CARE

6900 LAYTON AVENUE · DENVER, CO 80237
4048885800
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,551
No prior year
Total participants
1,219
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
SOCRATES HEALTH HOLDINGS LLC DBA MODIVCARE PERSONAL CARE WELFARE PLAN
Fully insured1,551 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.0M17.1%
Dental$964K16.5%
Vision$964K16.5%
Life$964K16.5%
Short-term disability$964K16.5%
Long-term disability$964K16.5%
Health$35K0.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDVLSTDLTDOth
$1.0M82.0%181,275
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 954077789
$227K18.0%111,551

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHMETLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY, WELLFLEET INSURANCE COMPANY$98K$10K$108K59.6%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$33K$11K$44K24.1%1
ROBERT SHESTACKMOUNT LAUREL TOWNSHIP, NJWELLFLEET INSURANCE COMPANY$11K$0$11K6.3%1
VELOCITY BENEFITSCANTON, GAWELLFLEET INSURANCE COMPANY$11K$0$11K6.3%1
MARK S METTILLEMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$5K$1K$7K3.7%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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