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Sponsor portfolioWelfare / HealthEIN 87-0554397
STUDIES WEEKLY
1140 NORTH 1430 WEST · OREM, UT 84057
8016873493
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$82K
No prior year
Persons covered
325
No prior year
Total participants
170
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 |
|---|---|---|---|
| Other | $58K | 52.7% | |
| Life | $25K | 22.4% | |
| Vision | $19K | 17.2% | |
| Health | $4K | 3.9% | |
| Prescription drug | $4K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LOth | $49K | 59.9% | 1 | 2 | 170 |
EIN 390493780 | V | $19K | 23.4% | 1 | 1 | 325 |
EIN 870462684 | Oth | $9K | 11.5% | 1 | 1 | 193 |
EIN 941340523 | HRx | $4K | 5.3% | 1 | 1 | 1 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN, INC, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $7K | $281 | $7K | 67.0% | 1 |
| KAREN HARMER | SANDY, UT | UNUM INSURANCE COMPANY | $2K | $0 | $2K | 18.1% | 1 |
| MORETON & COMPANY | SALT LAKE CITY, UT | UNUM INSURANCE COMPANY | $1K | $91 | $1K | 10.5% | 1 |
| UNKNOWN | OREM, UT | BLOMQUIST HALE SOLUTIONS | $467 | $0 | $467 | 4.4% | 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