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Sponsor portfolioWelfare / HealthEIN 86-0613946

CARETAKER LANDSCAPE AND TREE MANAGEMENT

741 NORTH MONTEREY ROAD · GILBERT, AZ 85233
4805459755
Plans filed
2
Years active
2017–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$553K
No prior year
Persons covered
283
No prior year
Total participants
303
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$553K
CARETAKER LANDSCAPE AND TREE MANAGEMENT WELFARE BENEFIT PLAN
Fully insured283 covered·6 carriers
Primary: AETNA
Plan #501$541K
CARETAKER LANDSCAPE AND TREE MANAGEMENT WELFARE BENEFIT PLAN
Fully insured321 covered·5 carriers
Primary: AETNA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$404K62.1%
Other$106K16.3%
Dental$47K7.2%
Life$34K5.3%
Short-term disability$24K3.7%
Long-term disability$20K3.0%
Prescription drug$10K1.5%
Vision$5K0.8%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$394K71.4%11101
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$78K14.1%14283
EDIS
EIN 814658349
D
$47K8.5%1183
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$18K3.3%1145
AXIS INSURANCE COMPANY
EIN 391338397
HRxOth
$10K1.8%1110
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
VOth
$5K1.0%1258

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARK J MATSOCK & ASSOCIATES INCPHOENIX, AZRELIANCE STANDARD LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, AETNA$12K$39K$51K63.8%1
ROGERS BENEFIT GROUP INC—AETNA$9K$0$9K11.5%1
ASSUREDPARTNERS—AETNA$9K$0$9K11.2%1
MARK J MATSOCKPHOENIX, AZEDIS, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, AXIS INSURANCE COMPANY$7K$0$7K8.6%1
NOAH OROPEZALITCHFIELD PARK, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$1K$3K3.8%1
DUSTIN HEZEKIAH KINGLAS VEGAS, NVCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$245$0$2450.3%1
KIRSTEN MEIKLEPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$101$0$1010.1%1
MARIA LOZANOGILBERT, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$86$0$860.1%1
GLORIA TEJEDASCOTTSDALE, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$75$0$750.1%1
RENE ADRIAN RODRIGUEZPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$65$5$700.1%1
WILLIAM JAMES MONSONPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$52$0$520.1%1
GCG FINANCIAL LLCAPACHE JUNCTION, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$52$0$520.1%1
MIRANDELLY HERNANDEZSURPRISE, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$25$1$260.0%1
DENA KOLLOWAY OROPEZALITCHFIELD PARK, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21$0$210.0%1
KENT BISWANGERPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
BROWN & BROWN INSURANCE SERVICESPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$2$80.0%1
KURZ & VALDEZ BENEFIT ENROLLMENT SOPHOENIX, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$2$40.0%1

History & trajectory

9 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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