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Sponsor portfolioWelfare / HealthEIN 88-0268247

HAGERTY INSURANCE AGENCY, LLC

141 RIVER'S EDGE DR · TRAVERSE CITY, MI 49684
2319333776
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
2,916
No prior year
Total participants
1,688
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
HAGERTY INSURANCE AGENCY, LLC WELFARE BENEFIT PLAN
Mixed2,916 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$804K34.4%
Other$648K27.7%
Long-term disability$625K26.7%
Vision$261K11.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$625K57.4%111,752
EYEMED VISION CARE
EIN 430949844
V
$261K24.0%112,916
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$179K16.5%1175
CURALINC HEALTHCARE
EIN 331206383
Oth
$23K2.1%111,585

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADVANTAGE BENEFITS GROUPGRAND RAPIDS, MIUNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$0$14K$14K67.1%1
NEXT FINANCIAL GROUP, INC.FORT MILL, SCMETROPOLITAN LIFE INSURANCE COMPANY$7K$0$7K32.9%1

History & trajectory

11 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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