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Sponsor portfolioWelfare / HealthEIN 93-1224614
LES SCHWAB INDEPENDENT MEMBER - DEALER EMPLOYEE BENEFITS TRUST
11850 SW 67TH PKWY · PORTLAND, OR 97223
5035406981
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$256K
No prior year
Persons covered
512
No prior year
Total participants
512
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 |
|---|---|---|---|
| Other | $169K | 54.6% | |
| Long-term disability | $68K | 22.0% | |
| Life | $54K | 17.3% | |
| Short-term disability | $19K | 6.1% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $256K | 100.0% | 1 | 6 | 512 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MODERN BENEFITS SOLUTIONS INC | SPOKANE, WA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | $0 | $24K | 58.7% | 1 |
| THE PARTNERS GROUP | PORTLAND, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | $17K | $0 | $17K | 41.3% | 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