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Sponsor portfolioWelfare / HealthEIN 23-2849149
STOCK AND LEADER, A PROFESSIONAL CORPORATION
221 WEST PHILADELPHIA ST · YORK, PA 17401
7178469800
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$319K
No prior year
Persons covered
138
No prior year
Total participants
68
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 | $242K | 76.0% | |
| Long-term disability | $56K | 17.6% | |
| Life | $10K | 3.2% | |
| Short-term disability | $9K | 2.9% | |
| Other | $1K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $242K | 76.0% | 1 | 1 | 36 |
EIN 390509570 | LSTDLTD | $75K | 23.6% | 1 | 3 | 68 |
EIN 232910565 | Oth | $1K | 0.4% | 1 | 1 | 138 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| R TODD GRANDY | HUNT VALLEY, MD | NORTHWESTERN MUTUAL | $3K | $939 | $4K | 41.9% | 1 |
| JASON S BELL | HUNT VALLEY, MD | NORTHWESTERN MUTUAL | $3K | $939 | $4K | 41.9% | 1 |
| DAVID WAYNE ZIEGLER | HUNT VALLEY, MD | NORTHWESTERN MUTUAL | $668 | $240 | $908 | 8.9% | 1 |
| SCOTT IODICE ASSC LLC | BALTIMORE, MD | NORTHWESTERN MUTUAL | $668 | $80 | $748 | 7.3% | 1 |
History & trajectory
2 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