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Sponsor portfolioWelfare / HealthEIN 20-5136220
PROACTIVE DEALER SOLUTIONS, LLC
12125 HERBERT WARNE CT · HUNTERSVILLE, NC 28078
7048961447
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$475K
No prior year
Persons covered
136
No prior year
Total participants
136
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 |
|---|---|---|---|
| Stop-loss | $312K | 55.0% | |
| Other | $125K | 22.0% | |
| Dental | $57K | 10.0% | |
| Life | $27K | 4.7% | |
| Short-term disability | $21K | 3.7% | |
| Long-term disability | $17K | 2.9% | |
| Vision | $10K | 1.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $311K | 65.4% | 1 | 1 | 90 |
EIN 470322111 | DVLSTDLTDOth | $163K | 34.2% | 1 | 9 | 136 |
EIN 222005057 | SL | $2K | 0.3% | 1 | 1 | 0 |
EIN 272790442 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IRONWOOD BENEFITS ADVISORY SERVICES | ATLANTA, GA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $5K | $16K | 44.4% | 1 |
| MARSH & MCLENNAN AGENCY LLC | ATLANTA, GA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $12K | $1K | $13K | 37.5% | 1 |
| SHEALY BENEFITS SERVICES INC | LEXINGTON, SC | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 18.1% | 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