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Sponsor portfolioWelfare / HealthEIN 20-1054069
RAFTELIS FINANCIAL CONSULTANTS, INC.
227 WEST TRADE STREET · CHARLOTTE, NC 28202
7049108961
- Plans filed
- 3
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
818
No prior year
Total participants
561
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$2.1M
RAFTELIS FINANCIAL CONSULTANTS, INC. HEALTH AND DENTAL PLAN
Fully insured390 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$177K
RAFTELIS FINANCIAL CONSULTANTS, INC. LIFE AND DISABILITY PLAN
Fully insured187 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$31K
RAFTELIS FINANCIAL CONSULTANTS, INC. VISION PLAN
Fully insured241 covered·1 carrier
Primary: COMMUNITY EYE CARE
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 42.5% | |
| Dental | $2.1M | 42.5% | |
| Life | $177K | 3.6% | |
| Short-term disability | $177K | 3.6% | |
| Long-term disability | $177K | 3.6% | |
| Other | $177K | 3.6% | |
| Vision | $31K | 0.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HD | $2.1M | 90.9% | 1 | 1 | 390 |
EIN 135123390 | LSTDLTDOth | $177K | 7.7% | 1 | 1 | 187 |
EIN 562109225 | V | $31K | 1.4% | 1 | 1 | 241 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BURCHFIELD INSURANCE GROUP INC | CONCORD, NC | UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, COMMUNITY EYE CARE | $39K | $59K | $98K | 100.0% | 3 |
History & trajectory
2 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