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Sponsor portfolioWelfare / HealthEIN 20-0065886

FORMAN WATKINS & KRUTZ, LLP

210 EAST CAPITOL STREET, SUITE 2200 · JACKSON, MS 39201
6019608600
Plans filed
5
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$183K
No prior year
Persons covered
138
No prior year
Total participants
138
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$183K
FORMAN WATKINS & KRUTZ LLP
Mixed138 covered·5 carriers
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY
Plan #504$68K
FORMAN WATKINS & KRUTZ, LLP LIFE PLAN
Fully insured135 covered·1 carrier
Primary: ONEAMERICA
Plan #505$49K
FORMAN WATKINS & KRUTZ, LLP DISABILITY PLAN
Fully insured135 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$1K
FORMAN WATKINS & KRUTZ, LLP CANCER PLAN
Fully insured1 covered·1 carrier
Primary: NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA
Plan #503$0
FORMAN WATKINS & KRUTZ, LLP HEALTH PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$106K39.4%
Life$85K31.8%
Long-term disability$41K15.2%
Vision$21K7.8%
Short-term disability$16K5.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$85K46.6%11138
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LTD
$41K22.3%11135
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
V
$21K11.4%11125
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$20K11.2%11102
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
STD
$16K8.5%11100

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDMETAIRIE, LASTARMOUNT LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, METLIFE INSURANCE COMPANY$18K$2K$20K68.7%1
THE WILLIAM MORRIS GROUP PAJACKSON, MSUNUM LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$8K$117$9K29.5%1
EDWIN DEREK PEARCEBOSSIER CITY, LAMETLIFE INSURANCE COMPANY$258$0$2580.9%1
RAMONA S PEARCEBRANDON, MSMETLIFE INSURANCE COMPANY$248$0$2480.9%1

History & trajectory

10 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
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