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Sponsor portfolioWelfare / HealthEIN 13-3568101
COLTENE/WHALEDENT, INC.
235 ASCOT PARKWAY · AKRON, OH 44223
3309168886
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$265K
No prior year
Persons covered
272
No prior year
Total participants
236
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$279K
COLTENE/WHALEDENT, INC. LIFE INSURANCE PLAN
Fully insured268 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #501$265K
COLTENE WHALEDENT HEALTH AND WELFARE PLAN
Mixed272 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$0
COLTENE/WHALEDENT DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #504$0
COLTENE/WHALEDENT, INC. VISION PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $86K | 32.6% | |
| Long-term disability | $68K | 25.8% | |
| Life | $68K | 25.6% | |
| Other | $42K | 16.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $229K | 86.5% | 1 | 4 | 272 |
EIN 591031071 | Oth | $36K | 13.5% | 1 | 3 | 47 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $21K | $0 | $21K | 55.4% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $11K | $11K | 29.9% | 1 |
| PAYCHEX INSURANCE AGENCY, INC. | DALLAS, TX | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $6K | $6K | 14.7% | 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