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Sponsor portfolioWelfare / HealthEIN 93-1014387
ANKROM MOISAN ASSOCIATED ARCHITECTS
38 NW DAVIS STREET, SUITE 300 · PORTLAND, OR 97209
5032457100
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$146K
No prior year
Persons covered
140
No prior year
Total participants
147
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $56K | 30.8% | |
| Life | $35K | 19.3% | |
| Other | $35K | 19.3% | |
| Vision | $27K | 14.9% | |
| Short-term disability | $17K | 9.3% | |
| Dental | $12K | 6.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $108K | 73.6% | 1 | 3 | 135 |
EIN 061227840 | V | $27K | 18.4% | 1 | 1 | 140 |
EIN 931171647 | D | $12K | 7.9% | 1 | 1 | 15 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINA BEACH, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $12K | $7K | $19K | 76.7% | 1 |
| PARKER SMITH & FEEK INC. | BELLEVUE, WA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, WILLAMETTE DENTAL INSURANCE, INC. | $6K | $0 | $6K | 23.3% | 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