Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-8593751
EXTELL FINANCIAL SERVICES, INC.
9911 SHELBYVILLE RD · LOUISVILLE, KY 402232987
5024993216
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$661K
No prior year
Persons covered
211
No prior year
Total participants
211
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 | $398K | 35.2% | |
| Other | $135K | 12.0% | |
| Dental | $127K | 11.3% | |
| Vision | $127K | 11.3% | |
| Life | $114K | 10.1% | |
| Short-term disability | $114K | 10.1% | |
| Long-term disability | $114K | 10.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 133333610 | SL | $397K | 60.1% | 1 | 1 | 182 |
EIN 351682400 | DV | $127K | 19.3% | 1 | 4 | 187 |
EIN 221211670 | LSTDLTDOth | $114K | 17.2% | 1 | 1 | 211 |
EIN 570144607 | Oth | $15K | 2.2% | 1 | 2 | 25 |
EIN 341650967 | Oth | $7K | 1.0% | 1 | 1 | 32 |
EIN 222005057 | SL | $1K | 0.2% | 1 | 1 | 0 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| R H CLARKSON FINANCIAL SERVICES INC | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, HEALTH RESOURCES INC, METLIFE LEGAL PLANS, PRUDENTIAL INSURANCE COMPANY OF AMERICA, HEALTH RESOURCES INC. | $26K | $0 | $26K | 80.1% | 1 |
| BILODEAU INC | GOSHEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | $4K | $5K | 14.2% | 1 |
| JEFFREY D HARNED | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $336 | $1K | 4.6% | 1 |
| WILLIAM JACK MITCHELL JR | NORTH PLATTE, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $262 | $28 | $290 | 0.9% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $45 | $45 | 0.1% | 1 |
| VICKIE E LEWIS | CAVE CITY, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 1 |
| MAXHANNAH LLC | BRONX, NY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| RTR AL CORP | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| MEGAN GOODMAN | SELLERSBERG, IN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| FOUNDATION RISK PARTNERS CORP | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 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