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Sponsor portfolioWelfare / HealthEIN 23-2677477
KURZ TRANSFER PRODUCTS, L.P.
11836 PATTERSON ROAD · HUNTERSVILLE, NC 28078
7049273700
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$680K
No prior year
Persons covered
353
No prior year
Total participants
334
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $475K | 20.6% | |
| Short-term disability | $475K | 20.6% | |
| Long-term disability | $475K | 20.6% | |
| Other | $475K | 20.6% | |
| Dental | $205K | 8.9% | |
| Vision | $205K | 8.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 710505232 | LSTDLTDOth | $475K | 69.8% | 1 | 1 | 353 |
EIN 591031071 | DV | $205K | 30.2% | 1 | 1 | 299 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SCOTT INSURANCE | LYNCHBURG, VA | USABLE LIFE | $58K | $0 | $58K | 63.6% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | USABLE LIFE | $33K | $0 | $33K | 36.4% | 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