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Sponsor portfolioWelfare / HealthEIN 86-0225261
SMARTHEALTH, INC
3400 EAST MCDOWELL ROAD · PHOENIX, AZ 85008
6022250595
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$203K
No prior year
Persons covered
212
No prior year
Total participants
299
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $108K | 22.7% | |
| Life | $91K | 19.1% | |
| Short-term disability | $91K | 19.1% | |
| Long-term disability | $91K | 19.1% | |
| Dental | $79K | 16.7% | |
| Vision | $15K | 3.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $91K | 44.9% | 1 | 1 | 173 |
EIN 860274899 | D | $79K | 39.1% | 1 | 1 | 212 |
EIN 430949844 | V | $15K | 7.5% | 1 | 1 | 191 |
EIN 590781901 | Oth | $9K | 4.3% | 1 | 1 | 23 |
EIN 331206383 | Oth | $9K | 4.2% | 1 | 1 | 180 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | DELTA DENTAL OF ARIZONA, AMERICAN HERITAGE LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $24K | $654 | $24K | 89.6% | 1 |
| LOVITT AND TOUCHE, INC. | SCOTTSDALE, AZ | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $3K | $0 | $3K | 10.4% | 1 |
History & trajectory
11 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