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Sponsor portfolioWelfare / HealthEIN 86-0292390

LIFEWELL

202 EAST EARLL DRIVE, SUITE 200 · PHOENIX, AZ 85012
6025537900
Plans filed
1
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$3.5M
No prior year
Persons covered
442
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.5M
LIFEWELL WELFARE BENEFIT PLAN
Fully insured442 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.5M20.3%
Health$3.3M19.1%
Dental$3.3M19.1%
Vision$3.3M19.1%
Prescription drug$3.3M19.1%
Life$196K1.1%
Short-term disability$196K1.1%
Long-term disability$196K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVOth
$3.3M93.7%11442
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$204K5.8%12268
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$9K0.3%1141
CURALINC HEALTHCARE
EIN 331206383
Oth
$8K0.2%11398

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOVITT AND TOUCHE, INC.BOSTON, MAMETROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$50K$79K$129K85.4%1
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJMETROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$771$11K$12K7.9%1
EMPYREAN INSURANCE SERVICES, INC.HOUSTON, TXMETROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$0$10K$10K6.8%1

History & trajectory

10 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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