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Sponsor portfolioWelfare / HealthEIN 14-1930878
KALOS SERVICES
236 HATTERAS AVENUE · CLERMONT, FL 34711
3522437099
- Plans filed
- 2
- Years active
- 2020–2025
- Industry
- NAICS —
- Latest filing
- 2025
Total premiums (latest)
$493K
No prior year
Persons covered
315
No prior year
Total participants
315
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 |
|---|---|---|---|
| Dental | $302K | 17.8% | |
| Vision | $302K | 17.8% | |
| Life | $302K | 17.8% | |
| Long-term disability | $302K | 17.8% | |
| Other | $302K | 17.8% | |
| Health | $191K | 11.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLLTDOth | $302K | 61.3% | 1 | 1 | 315 |
EIN 814923899 | H | $191K | 38.7% | 1 | 1 | 300 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| J DONOVAN FINANCIAL | ORLANDO, FL | ACCURISK SOLUTIONS LLC, SUNLIFE ASSURANCE COMPANY OF CANADA | $41K | $0 | $41K | 100.0% | 1 |
History & trajectory
6 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