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Sponsor portfolioWelfare / HealthEIN 87-4119852

PROFILE PLAN HOLDINGS, LLC

PO BOX 89128 · SIOUX FALLS, SD 57109
8773736069
Plans filed
2
Years active
2023–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$686K
No prior year
Persons covered
38
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$686K
PROFILE PLAN HOLDINGS, LLC WRAP BENEFIT PLAN
Fully insured38 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$128K
PROFILE PLAN HOLDINGS, LLC LIFE AND DISABILITY PLAN
Fully insured148 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$575K72.2%
Other$55K7.0%
Dental$48K6.1%
Life$37K4.6%
Short-term disability$37K4.6%
Long-term disability$37K4.6%
Vision$8K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$575K83.8%1116
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$55K8.1%1238
DELTA DENTAL OF CALIFORNIA
EIN 460309258
D
$48K7.0%1125
VISION SERVICE PLAN
EIN 061227840
V
$8K1.1%119

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCCHARLOTTE, NCDELTA DENTAL OF SOUTH DAKOTA, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY$31K$0$31K70.2%1
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDUNUM LIFE INSURANCE COMPANY OF AMERICA$10K$2K$12K27.6%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJUNUM LIFE INSURANCE COMPANY OF AMERICA$0$1K$1K2.3%1

History & trajectory

2 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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