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Sponsor portfolioWelfare / HealthEIN 01-0780018
O.R. COLAN ASSOCIATES, LLC
7005 SHANNON WILLOW ROAD · CHARLOTTE, NC 28226
7045293115
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$545K
No prior year
Persons covered
254
No prior year
Total participants
254
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 |
|---|---|---|---|
| Life | $303K | 17.9% | |
| Short-term disability | $303K | 17.9% | |
| Long-term disability | $303K | 17.9% | |
| Other | $303K | 17.9% | |
| Dental | $242K | 14.3% | |
| Vision | $242K | 14.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $303K | 55.6% | 1 | 1 | 131 |
EIN 591031071 | DV | $242K | 44.4% | 1 | 1 | 254 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNITED OF OMAHA LIFE INSURANCE COMPANY | $71K | $18K | $88K | 98.6% | 1 |
| INTEGRATED ENROLLMENT & TECHNOLOGY | FORT LAUDERDALE, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.4% | 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