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Sponsor portfolioWelfare / HealthEIN 86-0807184
COMMUNITY ASSET MANAGEMENT
d/b/a HOAMCO
3205 LAKESIDE VILLAGE · PRESCOTT, AZ 86301
9287764479
- Plans filed
- 1
- Years active
- 2018–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$226K
No prior year
Persons covered
369
No prior year
Total participants
251
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $226K | 16.7% | |
| Vision | $226K | 16.7% | |
| Life | $226K | 16.7% | |
| Short-term disability | $226K | 16.7% | |
| Long-term disability | $226K | 16.7% | |
| Other | $226K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVLSTDLTDOth | $226K | 100.0% | 1 | 1 | 369 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | CARMEL, IN | METROPOLITAN LIFE INSURANCE COMPANY | $21K | $140 | $21K | 53.7% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $3K | $12K | 29.2% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $7K | $7K | 17.1% | 1 |
History & trajectory
7 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