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Sponsor portfolioWelfare / HealthEIN 22-3530882

SAE INSTITUTE GROUP, INC.

7 MUSIC CIRCLE NORTH · NASHVILLE, TN 37203
3057045764
Plans filed
1
Years active
2021–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$124K
No prior year
Persons covered
161
No prior year
Total participants
102
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$124K
SAE INSTITUTE GROUP, INC. HEALTH & WELFARE PLAN
Mixed161 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$124K19.6%
Dental$102K16.1%
Vision$102K16.1%
Life$102K16.1%
Short-term disability$102K16.1%
Long-term disability$102K16.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$102K82.3%11161
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$22K17.7%115

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCORLAND PARK, ILPRINCIPAL LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY$14K$179$14K82.6%1
AMERICAN INS PLUS LLCPALM BEACH GARDENS, FLAMERICAN HERITAGE LIFE INSURANCE COMPANY$3K$0$3K17.3%1
JORDAN DYNAMICSPALM BEACH GARDENS, FLPRINCIPAL LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY$27$0$270.2%1

History & trajectory

5 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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