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Sponsor portfolioWelfare / HealthEIN 20-2746267

KALES TRUCK & HEAVY EQUIPMENT

112 N MACARTHUR AVE · DILLION, SC 29536
8434875162
Plans filed
1
Years active
2022–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
145
No prior year
Total participants
170
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
KALES TRUCK & HEAVY EQUIPMENT
Fully insured145 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M55.8%
Dental$173K7.5%
Vision$173K7.5%
Life$173K7.5%
Short-term disability$173K7.5%
Other$173K7.5%
Long-term disability$149K6.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.3M88.1%11145
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
DVLSTDLTDOth
$149K10.2%11100
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDOth
$24K1.7%1184

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCHARLOTTE, NCUNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY$86K$859$87K78.5%1
THE CASON GROUP INCCOLUMBIA, SCUNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY$22K$1K$24K21.5%1

History & trajectory

3 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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