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Sponsor portfolioWelfare / HealthEIN 11-3722364
AVERY PARTNERS, INC.
3820 MANSELL ROAD, SUITE 290 · ALPHARETTA, GA 30022
7706426100
- Plans filed
- 2
- Years active
- 2023–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$916K
No prior year
Persons covered
216
No prior year
Total participants
92
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 |
|---|---|---|---|
| Health | $719K | 27.5% | |
| Prescription drug | $719K | 27.5% | |
| Dental | $197K | 7.5% | |
| Vision | $197K | 7.5% | |
| Life | $197K | 7.5% | |
| Short-term disability | $197K | 7.5% | |
| Long-term disability | $197K | 7.5% | |
| Other | $197K | 7.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $719K | 78.5% | 1 | 1 | 74 |
EIN 135581829 | DVLSTDLTDOth | $197K | 21.5% | 1 | 1 | 216 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $17K | $35K | $52K | 64.8% | 1 |
| BRETT A VIRGIN | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY | $15K | $0 | $15K | 18.3% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $3K | $14K | 17.0% | 1 |
History & trajectory
3 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