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Sponsor portfolioWelfare / HealthEIN 93-0606316
SERENITY LANE
1 SERENITY LN · COBURG, OR 974089350
5414842156
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
209
No prior year
Total participants
177
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 |
|---|---|---|---|
| Health | $1.5M | 79.7% | |
| Life | $105K | 5.5% | |
| Long-term disability | $105K | 5.5% | |
| Other | $105K | 5.5% | |
| Dental | $54K | 2.8% | |
| Vision | $18K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | H | $1.5M | 89.6% | 1 | 1 | 209 |
EIN 470322111 | LLTDOth | $105K | 6.2% | 1 | 1 | 177 |
EIN 931171647 | D | $54K | 3.2% | 1 | 1 | 109 |
EIN 061227840 | V | $18K | 1.1% | 1 | 1 | 139 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENNIE INSURANCE, LLC | NEW YORK, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $28K | $0 | $28K | 64.6% | 1 |
| KEYSTONE BENEFIT GROUP | JACKSONVILLE, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, WILLAMETTE DENTAL INSURANCE, INC. | $9K | $0 | $9K | 22.0% | 1 |
| UNITED BENEFIT ADVISORS OF FLORIDA | JACKSONVILLE, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $0 | $5K | 11.1% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $964 | $964 | 2.3% | 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