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Sponsor portfolioWelfare / HealthEIN 13-3671385
SHARED MUTUAL SERVICES, LLC
333 LUDLOW STREET · STAMFORD, CT 06902
2126269384
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$529K
No prior year
Persons covered
402
No prior year
Total participants
203
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 | $268K | 24.0% | |
| Prescription drug | $268K | 24.0% | |
| Dental | $215K | 19.3% | |
| Vision | $215K | 19.3% | |
| Life | $46K | 4.1% | |
| Long-term disability | $46K | 4.1% | |
| Short-term disability | $28K | 2.5% | |
| Other | $28K | 2.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $268K | 50.6% | 1 | 1 | 27 |
EIN 066033492 | DV | $215K | 40.7% | 1 | 1 | 402 |
EIN 135123390 | LSTDLTDOth | $46K | 8.6% | 1 | 2 | 54 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MINNEAPOLIS, MN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY | $13K | $1K | $14K | 49.3% | 1 |
| HAYS COMPANIES, INC. | MINNEAPOLIS, MN | COVERED CALIFORNIA | $13K | $0 | $13K | 46.3% | 1 |
| STUART VANWINKLE | LITTLE SILVER, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1K | $0 | $1K | 4.3% | 1 |
| INTERNAL PLANNING ALL LLC | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $25 | $0 | $25 | 0.1% | 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