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Sponsor portfolioWelfare / HealthEIN 93-1042710
GEFFEN MESHER & COMPANY, P.C.
888 SW 5TH AVENUE, SUITE 800 · PORTLAND, OR 97204
5032210141
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$206K
No prior year
Persons covered
163
No prior year
Total participants
163
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 |
|---|---|---|---|
| Short-term disability | $105K | 28.2% | |
| Life | $84K | 22.4% | |
| Long-term disability | $84K | 22.4% | |
| Other | $84K | 22.4% | |
| Vision | $17K | 4.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | LSTDLTDOth | $189K | 91.8% | 1 | 2 | 163 |
EIN 061227840 | V | $17K | 8.2% | 1 | 1 | 91 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | PORTLAND, OR | VISION SERVICE PLAN, GUARDIAN | $11K | $8K | $20K | 93.4% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | GUARDIAN | $1K | $0 | $1K | 6.6% | 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