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Sponsor portfolioWelfare / HealthEIN 88-1507503

INTERWELL HEALTH PARTNERS, INC.

68 HARRISON AVE · BOSTON, MA 02111
8887800253
Plans filed
1
Years active
2023–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$8.5M
No prior year
Persons covered
1,332
No prior year
Total participants
517
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.5M
INTERWELL HEALTH WELFARE BENEFIT PLAN
Fully insured1,332 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$8.1M25.4%
Health$7.7M24.1%
Dental$7.7M24.1%
Vision$7.7M24.1%
Life$312K1.0%
Long-term disability$219K0.7%
Short-term disability$202K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDVOth
$7.7M90.1%111,332
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$733K8.6%14684
SPRING HEALTH
EIN 812832914
Oth
$80K0.9%11665
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$26K0.3%1128

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$19K$75K$94K98.6%1
THOMAS OWENSWICHITA, KSPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$757$0$7570.8%1
DORSEY & ASSOCIATES, INC.CUMMING, GAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$397$0$3970.4%1
THOMPSON SUCCESS PARTNERS, INC.MATLACHA, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$66$0$660.1%1
C & D ASSOCIATES, INC.TAVARES, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$66$0$660.1%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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