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Sponsor portfolioWelfare / HealthEIN 93-0553883

CLIMAX PORTABLE MACHINING & WELDING SYSTEMS, INC.

2712 EAST 2ND STREET · NEWBERG, OR 97132
5035382185
Plans filed
1
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
5
No prior year
Total participants
5
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CLIMAX WELFARE BENEFIT PLAN
Fully insured5 covered·4 carriers
Primary: PROVIDENCE HEALTH PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M30.6%
Vision$1.2M30.6%
Prescription drug$1.2M30.6%
Dental$74K1.9%
Other$64K1.6%
Life$63K1.6%
Short-term disability$63K1.6%
Long-term disability$63K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PROVIDENCE HEALTH PLAN
EIN 930863097
HRxV
$1.2M89.7%110
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$74K5.5%110
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$63K4.7%110
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$1K0.1%115

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CURTIS A. ALMQUISTCORVALLIS, ORPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$43$0$4339.8%1
HIPSTER ONCE LLCCORVALLIS, ORPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$40$0$4037.0%1
JONATHAN BOOTHMCMINNVILLE, ORPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$25$0$2523.1%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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