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Sponsor portfolioWelfare / HealthEIN 87-0547889
ACUMEN FISCAL AGENT
4554 E INVERNESS AVE · MESA, AZ 85206
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
704
No prior year
Total participants
0
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 | $2.0M | 24.4% | |
| Prescription drug | $2.0M | 24.4% | |
| Dental | $1.9M | 23.9% | |
| Vision | $1.9M | 23.9% | |
| Other | $86K | 1.1% | |
| Life | $62K | 0.8% | |
| Short-term disability | $62K | 0.8% | |
| Long-term disability | $62K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDVOth | $2.0M | 94.9% | 1 | 2 | 704 |
EIN 350472300 | LSTDLTDOth | $62K | 3.0% | 1 | 1 | 575 |
EIN 941340523 | HRx | $38K | 1.9% | 1 | 1 | 9 |
EIN 731016728 | Oth | $5K | 0.2% | 1 | 1 | 45 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | WASHINGTON, DC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $98K | $0 | $98K | 98.9% | 1 |
| D'ANN DABELL | EADEN, UT | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $619 | $0 | $619 | 0.6% | 1 |
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $512 | $0 | $512 | 0.5% | 1 |
Policy details
Latest year, by plan