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Sponsor portfolioWelfare / HealthEIN 86-0271027

ORCUTT WINSLOW, LLP

2929 N. CENTRAL AVE., 11TH FLOOR · PHOENIX, AZ 85012
6022571764
Plans filed
1
Years active
2021–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.2M
No prior year
Persons covered
266
No prior year
Total participants
266
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
ORCUTT/WINSLOW WELFARE BENEFIT PLAN
Mixed266 covered·2 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M83.9%
Dental$87K6.8%
Short-term disability$53K4.2%
Long-term disability$53K4.2%
Vision$13K1.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HVSTDLTD
$1.1M92.9%13266
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$87K7.1%11248

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZUNITED HEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA$33K$54K$87K91.7%1
STUCKEY INSURANCE & ASSOCIATESPHOENIX, AZUNITED HEALTHCARE INSURANCE COMPANY$8K$0$8K8.3%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
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