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Sponsor portfolioWelfare / HealthEIN 13-4238973
TRANSITION FINANCE STRATEGIES, LLC
154 HANSEN ROAD SUITE 102 · CHARLOTTESVILLE, VA 22911
4349795500
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$386K
No prior year
Persons covered
515
No prior year
Total participants
280
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 |
|---|---|---|---|
| Dental | $386K | 20.0% | |
| Vision | $386K | 20.0% | |
| Life | $386K | 20.0% | |
| Short-term disability | $386K | 20.0% | |
| Long-term disability | $386K | 20.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | DVLSTDLTD | $386K | 100.0% | 1 | 1 | 515 |
EIN 540357120 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANY | $24K | $14K | $37K | 90.6% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $4K | $0 | $4K | 9.4% | 1 |
History & trajectory
4 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