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Sponsor portfolioWelfare / HealthEIN 91-1593913
THE GENEVA FOUNDATION
950 BROADWAY SUITE 307 · TACOMA, WA 98402
2533831398
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$455K
No prior year
Persons covered
428
No prior year
Total participants
286
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $172K | 16.5% | |
| Short-term disability | $172K | 16.5% | |
| Long-term disability | $172K | 16.5% | |
| Other | $172K | 16.5% | |
| Dental | $170K | 16.3% | |
| Health | $73K | 7.0% | |
| Prescription drug | $73K | 7.0% | |
| Vision | $41K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $172K | 37.8% | 1 | 1 | 286 |
EIN 910621480 | D | $170K | 37.3% | 1 | 1 | 428 |
EIN 990263440 | HRx | $73K | 16.0% | 1 | 1 | 4 |
EIN 237089668 | V | $41K | 9.0% | 1 | 1 | 210 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY, LLC | TACOMA, WA | VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF WASHINGTON | $36K | $0 | $36K | 82.0% | 1 |
| GCG FINANCIAL LLC | DEERFIELD, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $8K | $8K | 18.0% | 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