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Sponsor portfolioWelfare / HealthEIN 20-8228168

BROOK VALLEY MANAGEMENT INC

4880 VALLEYDALE ROAD · BIRMINGHAM, AL 35242
2059802258
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$756K
No prior year
Persons covered
657
No prior year
Total participants
313
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$756K
BROOK VALLEY MANAGEMENT INC WELFARE BENEFIT PLAN
Mixed657 covered·3 carriers
Primary: TOKIO MARINE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$302K25.1%
Dental$225K18.6%
Short-term disability$225K18.6%
Long-term disability$225K18.6%
Other$119K9.9%
Life$109K9.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$302K40.0%1199
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$229K30.3%13313
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DSTDLTD
$225K29.7%11657

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STERLING SEACREST PRITCHARD, INC.ATLANTA, GAAMERICAN HERITAGE LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$61K$42K$103K78.3%1
HOWARD B LABOWNORTHBROOK, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$28K$0$28K21.0%1
KRYSTYN BALDWIN SHERMANTAMPA, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$644$0$6440.5%1
THE BALDWIN GROUP WEST LLCTAMPA, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$250$0$2500.2%1
MAIA LABOWNORTHBROOK, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$20$0$200.0%1

History & trajectory

10 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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