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Sponsor portfolioWelfare / HealthEIN 03-0326210
CARRIS FINANCIAL CORP.
49 MAIN STREET · PROCTOR, VT 057651178
8027739111
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
677
No prior year
Total participants
381
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$1.0M
CARRIS FINANCIAL CORP HEALTH AND WELFARE BENEFITS
Mixed677 covered·3 carriers
Primary: UNDERWRITING MANAGEMENT EXPERTS
Plan #502$0
CARRIS FINANCIAL CORP. LIFE INSURANCE PLAN
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$0
CARRIS REELS FINANCIAL CORP. LTD PLAN
Fully insured0 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$0
CARRIS FINANCIAL CORP. DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: DELTA DENTAL PLAN OF VERMONT, INC.
Plan #505$0
CARRIS FINANCIAL CORP. HEALTH REIMBURSEMENT ARRANGEMENT
Unknown0 covered·0 carriers
Plan #506$0
CARRIS FINANCIAL CORP. VISION PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $420K | 35.9% | |
| Dental | $222K | 19.0% | |
| Life | $171K | 14.6% | |
| Long-term disability | $164K | 14.1% | |
| Other | $153K | 13.1% | |
| Vision | $39K | 3.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 471806580 | SL | $420K | 40.0% | 1 | 1 | 367 |
EIN 360883760 | VLLTDOth | $407K | 38.8% | 1 | 5 | 677 |
EIN 030219391 | D | $222K | 21.2% | 1 | 1 | 626 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBA BLUE | SOUTH BURLINGTON, VT | UNDERWRITING MANAGEMENT EXPERTS | $0 | $207K | $207K | 80.3% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL PLAN OF VERMONT, INC. | $33K | $13K | $47K | 18.1% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 1.6% | 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