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Sponsor portfolioWelfare / HealthEIN 13-2700161
VICTORY CAPITAL MANAGEMENT, INC.
4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144
2168982558
- Plans filed
- 2
- Years active
- 2016–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$7.8M
No prior year
Persons covered
1,231
No prior year
Total participants
1,751
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 | $7.1M | 84.9% | |
| Life | $459K | 5.5% | |
| Other | $455K | 5.5% | |
| Long-term disability | $223K | 2.7% | |
| Short-term disability | $60K | 0.7% | |
| Dental | $33K | 0.4% | |
| Vision | $33K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $7.0M | 89.8% | 1 | 1 | 1,231 |
EIN 010278678 | HLSTDLTDOth | $749K | 9.6% | 1 | 11 | 452 |
EIN 066033492 | HDVOth | $34K | 0.4% | 1 | 2 | 14 |
EIN 510104167 | LLTDOth | $10K | 0.1% | 1 | 1 | 6 |
EIN 131898173 | LOth | $4K | 0.1% | 1 | 2 | 7 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA INTERNATIONAL, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUN LIFE INSURANCE COMPANY | $90K | $16K | $106K | 77.2% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | FIRST UNUN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $0 | $31K | 22.2% | 1 |
| SMITH, THOMAS, CHRISTOPHER | NASHVILLE, TN | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUN LIFE INSURANCE COMPANY | $846 | $28 | $874 | 0.6% | 1 |
| BALTAS, STEVEN J | CLEVELAND, OH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $52 | $0 | $52 | 0.0% | 1 |
History & trajectory
9 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