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Sponsor portfolioWelfare / HealthEIN 93-1325326
GUARDIAN MANAGEMENT LLC
760 SW 9TH AVENUE, SUITE 2200 · PORTLAND, OR 97205
5038023600
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$218K
No prior year
Persons covered
440
No prior year
Total participants
440
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 |
|---|---|---|---|
| Dental | $151K | 46.0% | |
| Other | $67K | 20.6% | |
| Life | $51K | 15.7% | |
| Long-term disability | $51K | 15.7% | |
| Short-term disability | $7K | 2.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | D | $112K | 51.6% | 1 | 1 | 242 |
EIN 231503749 | LLTDOth | $51K | 23.5% | 1 | 1 | 440 |
EIN 931171647 | D | $38K | 17.5% | 1 | 1 | 75 |
EIN 930774210 | Oth | $9K | 4.3% | 1 | 1 | 440 |
EIN 570144607 | STDOth | $7K | 3.1% | 1 | 1 | 12 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | METROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, WILLAMETTE DENTAL INSURANCE, INC., COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $2K | $12K | 86.8% | 1 |
| HEARTSEASE LLC | HILLSBORO, OR | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $388 | $200 | $588 | 4.4% | 1 |
| ROXANA BUSCHMAN | VANCOUVER, WA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $480 | $19 | $499 | 3.7% | 1 |
| WORKSITE BENEFITS GROUP INC | VANCOUVER, WA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $151 | $248 | $399 | 3.0% | 1 |
| BENEFITS BY DESIGN INC | RIDGEFIELD, WA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $165 | $66 | $231 | 1.7% | 1 |
| KAREN CLAY KUNKLER | VANCOUVER, WA | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $31 | $0 | $31 | 0.2% | 1 |
| SUSAN J LEACH | PORTLAND, OR | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $24 | $1 | $25 | 0.2% | 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