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Sponsor portfolioWelfare / HealthEIN 11-3625341
TATES WHOLESALE, LLC
62 PINE STREET · EAST MORICHES, NY 11940
6318743413
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
430
No prior year
Total participants
481
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 |
|---|---|---|---|
| Health | $1.2M | 33.4% | |
| Prescription drug | $1.2M | 33.4% | |
| Dental | $206K | 5.5% | |
| Vision | $206K | 5.5% | |
| Life | $206K | 5.5% | |
| Short-term disability | $206K | 5.5% | |
| Long-term disability | $206K | 5.5% | |
| Other | $206K | 5.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $1.2M | 85.8% | 1 | 1 | 113 |
EIN 135123390 | DVLSTDLTDOth | $206K | 14.2% | 1 | 1 | 430 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $88K | $9K | $96K | 90.3% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | $0 | $10K | 9.7% | 1 |
History & trajectory
2 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