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Sponsor portfolioWelfare / HealthEIN 20-0544286
CARY STREET PARTNERS FINANCIAL LLC
901 EAST BYRD STREET · RICHMOND, VA 23219
8046163421
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
350
No prior year
Total participants
174
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 | $1.2M | 67.1% | |
| Dental | $166K | 9.6% | |
| Life | $125K | 7.3% | |
| Long-term disability | $125K | 7.3% | |
| Other | $125K | 7.3% | |
| Vision | $25K | 1.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $1.2M | 78.5% | 1 | 1 | 133 |
EIN 540844477 | D | $166K | 11.3% | 1 | 1 | 350 |
EIN 060838648 | LLTDOth | $125K | 8.5% | 1 | 1 | 169 |
EIN 237089668 | V | $25K | 1.7% | 1 | 1 | 126 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | CHARLOTTE, NC | VISION SERVICE PLAN, HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF VIRGINIA | $12K | $3K | $15K | 79.6% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF VIRGINIA | $2K | $2K | $4K | 19.7% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | VISION SERVICE PLAN | $126 | $0 | $126 | 0.7% | 1 |
History & trajectory
5 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