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Sponsor portfolioWelfare / HealthEIN 87-0230875

HARMONS EMPLOYEE WELFARE BENEFIT PLAN TR

3540 SOUTH 4000 WEST · WEST VALLEY CITY, UT 84120
8019578493
Plans filed
1
Years active
2015–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$2.0M
No prior year
Persons covered
3,128
No prior year
Total participants
3,671
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
HARMONS EMPLOYEE WELFARE BENEFIT TRUST
Fully insured3,128 covered·5 carriers
Primary: BERKLEY LIFE & HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M34.6%
Life$752K23.1%
Long-term disability$547K16.8%
Short-term disability$474K14.6%
Other$278K8.5%
Vision$80K2.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$1.1M57.5%111,275
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$752K38.4%133,128
TOWN & COUNTRY LIFE INSURANCE COMPANY
EIN 751022783
V
$80K4.1%111,003
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC
EIN 204023720
$00.0%112,387
UNIVERSITY OF UTAH HEALTH PLANS
EIN 472293857
$00.0%11541

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MORETON & COMPANYSALT LAKE CITY, UTTOWN & COUNTRY LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNIVERSITY OF UTAH HEALTH INSURANCE PLAN, EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC$108K$0$108K75.8%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYUNUM LIFE INSURANCE COMPANY OF AMERICA$0$35K$35K24.2%1
BENEFIT ADMINISTRATION SOLUTIONSHYDE PARK, UTTOWN & COUNTRY LIFE INSURANCE COMPANY$0$0$00.0%1
ASSUREXDUBLIN, OHUNUM LIFE INSURANCE COMPANY OF AMERICA$0$0$00.0%1
BERKLEY LIFE & HEALTH INS COGREENWICH, CTBERKLEY LIFE & HEALTH INSURANCE COMPANY$0$0$00.0%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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