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Sponsor portfolioWelfare / HealthEIN 93-1130272
SCHWABE, WILLIAMSON, & WYATT, P.C.
1211 SW FIFTH AVE., SUITE 1900 · PORTLAND, OR 97204
5032229981
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.0M
No prior year
Persons covered
336
No prior year
Total participants
343
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 | $697K | 39.6% | |
| Prescription drug | $697K | 39.6% | |
| Long-term disability | $185K | 10.5% | |
| Life | $81K | 4.6% | |
| Other | $51K | 2.9% | |
| Vision | $48K | 2.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | HRx | $697K | 67.7% | 1 | 2 | 67 |
EIN 350472300 | LLTDOth | $265K | 25.8% | 1 | 4 | 320 |
EIN 061227840 | V | $48K | 4.7% | 1 | 1 | 198 |
EIN 010278678 | Oth | $10K | 1.0% | 1 | 1 | 11 |
EIN 930774210 | Oth | $9K | 0.8% | 1 | 1 | 336 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PARKER SMITH & FEEK INC. | BELLEVUE, WA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $19K | $869 | $20K | 60.0% | 1 |
| IMA, INC. | WICHITA, KS | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $13K | $13K | 40.0% | 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