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Sponsor portfolioWelfare / HealthEIN 87-0559925
CSI ACQUISITION CORP.
d/b/a COMPANION SYSTEMS
645 WEST 200 NORTH · NORTH SALT LAKE, UT 84054
8019368082
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$60K
No prior year
Persons covered
145
No prior year
Total participants
129
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 |
|---|---|---|---|
| Life | $48K | 23.6% | |
| Short-term disability | $48K | 23.6% | |
| Long-term disability | $48K | 23.6% | |
| Other | $48K | 23.6% | |
| Vision | $11K | 5.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860222062 | LSTDLTDOth | $48K | 80.9% | 1 | 1 | 129 |
EIN 390493780 | V | $11K | 19.1% | 1 | 1 | 109 |
EIN 204023720 | $0 | 0.0% | 1 | 1 | 145 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | SALT LAKE CITY, UT | EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 86.9% | 1 |
| DIVERSIFIED INSURANCE GROUP | SALT LAKE CITY, UT | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 13.1% | 1 |
History & trajectory
3 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