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Sponsor portfolioWelfare / HealthEIN 93-0602940
ST. CHARLES HEALTH SYSTEM
2500 NE NEFF ROAD · BEND, OR 97701
5417067707
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
5,646
No prior year
Total participants
4,952
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 |
|---|---|---|---|
| Other | $6.3M | 46.2% | |
| Life | $3.7M | 26.9% | |
| Long-term disability | $3.7M | 26.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620331200 | LLTDOth | $6.1M | 96.0% | 1 | 8 | 4,817 |
EIN 930774210 | Oth | $251K | 4.0% | 1 | 1 | 5,646 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM INSURANCE COMPANY | $504K | $139K | $642K | 96.2% | 1 |
| ASSUREX GLOBAL CORPORATION | DUBLIN, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM INSURANCE COMPANY | $0 | $21K | $21K | 3.2% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $2K | $3K | 0.4% | 1 |
| STEVEN RAY GRIFFIN | BIRMINGHAM, AL | UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.2% | 1 |
History & trajectory
11 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