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Sponsor portfolioWelfare / HealthEIN 86-0554593

HORIZON HEALTH AND WELLNESS, INC

625 NORTH PLAZA DRIVE · APACHE JUNCTION, AZ 851205501
4809830065
Plans filed
3
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$394K
No prior year
Persons covered
506
No prior year
Total participants
347
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$552K
SMMHC, INC. MEDICAL PLAN
Fully insured116 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA
Plan #503$394K
HORIZON HEALTH AND WELLNESS, INC. WELFARE PLAN
Mixed506 covered·4 carriers
Primary: DELTA DENTAL OF ARIZONA
Plan #502$73K
SMMHC, INC. WELFARE PLAN
Fully insured309 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$178K21.2%
Short-term disability$171K20.4%
Life$149K17.7%
Long-term disability$149K17.7%
Other$149K17.7%
Vision$45K5.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$178K45.2%11506
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$149K37.7%11346
VISION SERVICE PLAN
EIN 061227840
V
$45K11.4%11279
AFLAC
EIN 570514130
STD
$22K5.7%1123

Broker overview

16 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHDELTA DENTAL OF ARIZONA, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, CONTINENTAL AMERICAN INSURANCE COMPANY$23K$0$23K95.3%1
KORI A ALLENPEORIA, AZCONTINENTAL AMERICAN INSURANCE COMPANY$344$0$3441.4%1
DEBRA K TORNBERGPEORIA, AZCONTINENTAL AMERICAN INSURANCE COMPANY$209$0$2090.9%1
KAREN PICCININISCOTTSDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$173$0$1730.7%1
DAVID R LATTIMERMESA, AZCONTINENTAL AMERICAN INSURANCE COMPANY$159$0$1590.7%1
LANCE D THORSONWATERTOWN, SDCONTINENTAL AMERICAN INSURANCE COMPANY$79$0$790.3%1
MARSH & MCLENNAN AGENCY LLCANCHORAGE, AKCONTINENTAL AMERICAN INSURANCE COMPANY$39$0$390.2%1
ALFREDO VARGASPHOENIX, AZCONTINENTAL AMERICAN INSURANCE COMPANY$35$0$350.1%1
MICHAEL SHAUN DAGENPEORIA, AZCONTINENTAL AMERICAN INSURANCE COMPANY$21$0$210.1%1
HUGH BRIAN DEMARESTPHOENIX, AZCONTINENTAL AMERICAN INSURANCE COMPANY$20$0$200.1%1
TREVOR NORENBERGPHOENIX, AZCONTINENTAL AMERICAN INSURANCE COMPANY$19$0$190.1%1
MELISSA A SCHOFIELDGLENDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$10$0$100.0%1
SCOTT W BLACKSHEARTYLER, TXCONTINENTAL AMERICAN INSURANCE COMPANY$5$0$50.0%1
THOMAS W RINGWALDSCOTTSDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$3$0$30.0%1
ANTHONY J WHITBYGOODYEAR, AZCONTINENTAL AMERICAN INSURANCE COMPANY$2$0$20.0%1
BARBARA ANN MCNAUGHTONGRANT, ALCONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%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
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