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Sponsor portfolioWelfare / HealthEIN 93-0777394
ESHA RESEARCH LLC DBA TRUSTWELL
94050 SW GEMINI DRIVE, SUITE 94415 · BEAVERTON, OR 97008
5035856242
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 51
- Latest filing
- 2024
Total premiums (latest)
$999K
No prior year
Persons covered
172
No prior year
Total participants
111
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 | $823K | 30.5% | |
| Prescription drug | $823K | 30.5% | |
| Dental | $176K | 6.5% | |
| Vision | $176K | 6.5% | |
| Life | $176K | 6.5% | |
| Short-term disability | $176K | 6.5% | |
| Long-term disability | $176K | 6.5% | |
| Other | $176K | 6.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | HRx | $820K | 82.1% | 1 | 1 | 172 |
EIN 135123390 | DVLSTDLTDOth | $176K | 17.6% | 1 | 1 | 113 |
EIN 941340523 | HRx | $3K | 0.3% | 1 | 1 | 1 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | KAISER FOUNDATION HEALTH PLAN, INC., COMMUNITY INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $44K | $9K | $52K | 90.8% | 1 |
| BRANDAN BRUCE | INDIANOLA, IA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 9.2% | 1 |
History & trajectory
2 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