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Sponsor portfolioWelfare / HealthEIN 91-1304555

STRATEGIES 360

2200 6TH AVENUE, SUITE 780 · SEATTLE, WA 98121
2062821900
Plans filed
1
Years active
2019–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
101
No prior year
Total participants
75
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
STRATEGIES 360 EMPLOYEE BENEFIT PLAN
Fully insured101 covered·5 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M44.1%
Prescription drug$1.2M44.1%
Dental$80K2.9%
Other$70K2.6%
Life$59K2.1%
Short-term disability$51K1.9%
Long-term disability$51K1.9%
Vision$8K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.1M83.8%11101
DELTA DENTAL OF CALIFORNIA
EIN 910621480
D
$80K5.9%1168
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$70K5.1%1372
UNIVERSITY HEALTH ALLIANCE
EIN 990263440
HRx
$63K4.6%1110
VISION SERVICE PLAN
EIN 237089668
V
$8K0.6%1169

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PARKER SMITH & FEEK INC.BELLEVUE, WAUNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, DELTA DENTAL OF WASHINGTON, UNITED HEALTHCARE INSURANCE COMPANY$59K$471$60K93.7%1
PSH INSURANCE, INC.HONOLULU, HIUNIVERSITY HEALTH ALLIANCE$3K$0$3K4.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$879$0$8791.4%1

History & trajectory

6 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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