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Sponsor portfolioWelfare / HealthEIN 20-2194334

CAVALIERS HOLDING LLC

1 CENTER COURT · CLEVELAND, OH 44115
2164202218
Plans filed
1
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$6.7M
No prior year
Persons covered
606
No prior year
Total participants
620
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.7M
CAVALIERS HOLDINGS LLC WRAP BENEFIT PLAN
Fully insured606 covered·3 carriers
Primary: MEDICALMUTUAL OF OHIO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.5M24.3%
Dental$6.5M24.3%
Vision$6.5M24.3%
Prescription drug$6.5M24.3%
Other$270K1.0%
Life$230K0.9%
Long-term disability$230K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MEDICAL MUTUAL
EIN 210706531
HRxDV
$6.5M96.0%11437
MEDMUTUAL LIFE INSURANCE COMPANY
EIN 210706531
LLTDOth
$230K3.4%11606
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
Oth
$41K0.6%1173

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MEDMUTUAL LIFE INSURANCE COMPANY, MEDICALMUTUAL OF OHIO$48K$121K$169K98.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$2K$2K1.1%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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