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Sponsor portfolioWelfare / HealthEIN 91-0564961
THE UNIVERSITY OF PUGET SOUND
1500 N. WARNER STREET #1064 · TACOMA, WA 984161064
2538793116
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 61
- Latest filing
- 2024
Total premiums (latest)
$378K
No prior year
Persons covered
1,135
No prior year
Total participants
1,141
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $334K | 52.5% | |
| Life | $170K | 26.7% | |
| Long-term disability | $89K | 13.9% | |
| Vision | $44K | 6.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LLTDOth | $319K | 84.2% | 2 | 4 | 1,119 |
EIN 237089668 | V | $44K | 11.6% | 1 | 1 | 567 |
EIN 930774210 | Oth | $16K | 4.2% | 1 | 1 | 623 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SYNERGY ENROLLMENT & BENEFITS LLC | SAN DIEGO, CA | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | $0 | $20K | 70.8% | 2 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 17.0% | 2 |
| IMA, INC. | WICHITA, KS | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 8.0% | 2 |
| PARKER SMITH & FEEK INC. | BELLEVUE, WA | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $944 | $944 | 3.4% | 2 |
| EMPLOYEE NAVIGATOR, LLC | BETHESDA, MD | VISION SERVICE PLAN | $219 | $0 | $219 | 0.8% | 1 |
History & trajectory
10 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