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Sponsor portfolioWelfare / HealthEIN 06-1442195
SERVICE MANAGEMENT GROUP, LLC
25 CONTROLS DRIVE · SHELTON, CT 06484
2039256100
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$207K
No prior year
Persons covered
941
No prior year
Total participants
955
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 |
|---|---|---|---|
| Dental | $141K | 35.1% | |
| Vision | $141K | 35.1% | |
| Life | $54K | 13.4% | |
| Other | $54K | 13.4% | |
| Long-term disability | $12K | 3.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DV | $141K | 68.1% | 1 | 1 | 255 |
EIN 520913817 | LOth | $54K | 26.0% | 1 | 1 | 941 |
EIN 060838648 | LTD | $12K | 5.9% | 1 | 1 | 8 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | HARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | $3K | $11K | 69.0% | 1 |
| MAX FITELSON AND SON, INC. | TRUMBULL, CT | ANTHEM LIFE INSURANCE COMPANY | $5K | $0 | $5K | 31.0% | 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