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Sponsor portfolioWelfare / HealthEIN 93-0964447
KITTELSON & ASSOCIATES, INC.
225 E. ROBINSON STREET, SUITE 355 · ORLANDO, FL 32801
5032285230
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$345K
No prior year
Persons covered
370
No prior year
Total participants
369
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 | $204K | 19.9% | |
| Life | $197K | 19.2% | |
| Short-term disability | $197K | 19.2% | |
| Long-term disability | $197K | 19.2% | |
| Health | $90K | 8.8% | |
| Prescription drug | $90K | 8.8% | |
| Vision | $50K | 4.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 710505232 | LSTDLTDOth | $197K | 57.2% | 1 | 1 | 369 |
EIN 941340523 | HRx | $90K | 26.2% | 1 | 1 | 10 |
EIN 363560825 | V | $50K | 14.6% | 1 | 1 | 370 |
EIN 570144607 | Oth | $7K | 2.0% | 1 | 1 | 12 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WORLD INSURANCE ASSOCIATES LLC | SPRINGFIELD, OR | VISION SERVICE PLAN, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, USABLE LIFE | $17K | $590 | $18K | 50.3% | 1 |
| IMA, INC. | PASADENA, CA | KAISER FOUNDATION HEALTH PLAN, INC., COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, USABLE LIFE | $13K | $78 | $13K | 38.4% | 1 |
| HEARTSEASE LLC | HILLSBORO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $770 | $455 | $1K | 3.5% | 1 |
| WORKSITE BENEFITS GROUP INC | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $303 | $912 | $1K | 3.5% | 1 |
| TARA KIM DE BOER | ANTHEM, AZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $506 | $263 | $769 | 2.2% | 1 |
| BENEFITS BY DESIGN INC | RIDGEFIELD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $276 | $139 | $415 | 1.2% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | VISION SERVICE PLAN | $276 | $0 | $276 | 0.8% | 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