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Sponsor portfolioWelfare / HealthEIN 20-0868983

HMR VETERANS SERVICES, INC.

201 N. MAIN STREET · ANDERSON, SC 29621
8642243898
Plans filed
3
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
510
No prior year
Total participants
1,717
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #505$2.5M
HMR VETERANS SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed510 covered·2 carriers
Primary: SUN LIVE ASSURANCE COMPANY OF CANADA
Plan #504$798K
HMR VETERNAN SERVICES, INC. EMPLOYEE LIFE AND DISABILITY PLAN
Fully insured2,010 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #503$0
HMR VETERAN SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed53 covered·1 carrier
Primary: AMERICAN FIDELITY ASSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$2.5M16.7%
Vision$2.5M16.7%
Life$2.5M16.7%
Short-term disability$2.5M16.7%
Long-term disability$2.5M16.7%
Other$2.5M16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$2.5M100.0%13510

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CAVALRY PARTNERS LLCGREENVILLE, SCSUN LIVE ASSURANCE COMPANY OF CANADA, SUN LIFE ASSURANCE COMPANY OF CANADA$467K$0$467K82.4%1
THE CASON GROUP INCCOLUMBIA, SCSUN LIVE ASSURANCE COMPANY OF CANADA, SUN LIFE ASSURANCE COMPANY OF CANADA$100K$0$100K17.6%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
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