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Sponsor portfolioWelfare / HealthEIN 91-1218621

MONEYTREE, INC.

820 SW 34TH ST, SUITE D · RENTON, WA 98057
2062463500
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$90K
No prior year
Persons covered
495
No prior year
Total participants
412
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$90K
MONEYTREE, INC. HEALTH & WELFARE PLAN
Mixed495 covered·2 carriers
Primary: HARTFORD LIFE & ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$90K36.2%
Life$79K31.9%
Long-term disability$79K31.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$79K88.3%11408
CANOPY
EIN 930774210
Oth
$11K11.7%11495

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PARKER SMITH & FEEK INC.BELLEVUE, WAHARTFORD LIFE & ACCIDENT INSURANCE COMPANY$5K$0$5K59.0%1
IMA, INC.WICHITA, KSHARTFORD LIFE & ACCIDENT INSURANCE COMPANY$0$2K$2K25.9%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILHARTFORD LIFE & ACCIDENT INSURANCE COMPANY$0$1K$1K15.1%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
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