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Sponsor portfolioWelfare / HealthEIN 93-1189872
M FINANCIAL GROUP
1125 NW COUCH STREET · PORTLAND, OR 97209
5032326960
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
1,025
No prior year
Total participants
178
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 |
|---|---|---|---|
| Other | $4.4M | 25.5% | |
| Health | $3.9M | 23.0% | |
| Dental | $3.9M | 23.0% | |
| Vision | $3.9M | 23.0% | |
| Life | $318K | 1.9% | |
| Short-term disability | $318K | 1.9% | |
| Long-term disability | $318K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDVOth | $4.1M | 92.7% | 1 | 3 | 1,025 |
EIN 010278678 | LSTDLTDOth | $318K | 7.3% | 1 | 1 | 240 |
EIN 864006611 | $0 | 0.0% | 1 | 1 | 167 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $3K | $10K | 65.5% | 1 |
| LOCKTON COMPANIES, LLC | DALLAS, TX | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $2K | $5K | 34.5% | 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