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Sponsor portfolioWelfare / HealthEIN 23-1670915
RUSSELL T. BUNDY ASSOCIATES, INC.
417 EAST WATER STREET · URBANA, OH 43078
9376522151
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$394K
No prior year
Persons covered
594
No prior year
Total participants
594
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 |
|---|---|---|---|
| Dental | $239K | 37.7% | |
| Vision | $239K | 37.7% | |
| Life | $83K | 13.1% | |
| Long-term disability | $56K | 8.8% | |
| Other | $17K | 2.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DVOth | $239K | 60.6% | 1 | 2 | 361 |
EIN 231503749 | LLTDOth | $151K | 38.4% | 1 | 4 | 594 |
EIN 731016728 | Oth | $4K | 1.0% | 1 | 1 | 23 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | FEDERAL INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $27K | $0 | $27K | 95.5% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $1K | $1K | 4.5% | 1 |
History & trajectory
11 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