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Sponsor portfolioWelfare / HealthEIN 93-1052371
COLDSTREAM WEALTH MANAGEMENT
1100TH AVENUE NE, SUITE 102 · BELLEVUE, WA 98004
4252831600
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
223
No prior year
Total participants
223
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 | $2.3M | 23.6% | |
| Dental | $2.3M | 23.6% | |
| Vision | $2.3M | 23.6% | |
| Prescription drug | $2.3M | 23.6% | |
| Life | $133K | 1.4% | |
| Short-term disability | $133K | 1.4% | |
| Long-term disability | $133K | 1.4% | |
| Other | $133K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910499247 | HRxDV | $2.3M | 94.5% | 1 | 1 | 223 |
EIN 350472300 | LSTDLTDOth | $133K | 5.5% | 1 | 1 | 223 |
EIN 122345678 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FORT WASHINGTON, PA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PREMERA BLUE CROSS | $119K | $0 | $119K | 93.1% | 1 |
| BTG AND ASSOCIATES LLC | BELLEVUE, WA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 6.9% | 1 |
History & trajectory
3 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