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Sponsor portfolioWelfare / HealthEIN 20-1391406
WOOLPERT, INC.
4454 IDEA CENTER BOULEVARD · DAYTON, OH 45430
9374615660
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$764K
No prior year
Persons covered
1,739
No prior year
Total participants
1,789
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 |
|---|---|---|---|
| Other | $350K | 33.8% | |
| Life | $270K | 26.1% | |
| Long-term disability | $239K | 23.2% | |
| Vision | $175K | 16.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $589K | 77.1% | 1 | 5 | 1,739 |
EIN 061227840 | V | $175K | 22.9% | 1 | 1 | 1,671 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | UNUM INSURANCE COMPANY | $139K | $10K | $149K | 63.3% | 1 |
| AON CONSULTING INC | NEW YORK, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA | $74K | $13K | $87K | 36.7% | 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