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Sponsor portfolioWelfare / HealthEIN 87-0212465
THE ROAD HOME
1415 S MAIN ST · SALT LAKE CITY, UT 84115
8018197317
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
366
No prior year
Total participants
221
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 |
|---|---|---|---|
| Health | $3.1M | 62.0% | |
| Other | $339K | 6.7% | |
| Dental | $315K | 6.3% | |
| Vision | $315K | 6.3% | |
| Life | $315K | 6.3% | |
| Short-term disability | $315K | 6.3% | |
| Long-term disability | $315K | 6.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 870409820 | H | $3.1M | 90.2% | 1 | 1 | 352 |
EIN 470397286 | DVLSTDLTDOth | $315K | 9.1% | 1 | 1 | 366 |
EIN 570144607 | Oth | $24K | 0.7% | 1 | 1 | 51 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | DRAPER, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA, SELECTHEALTH | $121K | $31K | $153K | 97.4% | 1 |
| PAM ANDERSON & ASSOCIATES INC | MIDVALE, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $72 | $2K | 1.4% | 1 |
| STEPHANIE COLTRIN | SALT LAKE CITY, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $27 | $2K | 1.0% | 1 |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC | WEST JORDAN, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $138 | $3 | $141 | 0.1% | 1 |
| PERRY FINANCIAL GROUP | DRAPER, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.0% | 1 |
| PATTI A VINCENT | SOUTH JORDAN, UT | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 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