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Sponsor portfolioWelfare / HealthEIN 23-7396710

GLENWOOD, INC.

150 GLENWOOD LANE · BIRMINGHAM, AL 35242
2059692880
Plans filed
4
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$471K
No prior year
Persons covered
387
No prior year
Total participants
387
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$471K
GLENWOOD, INC. LIFE AND DISABILITY PLAN
Mixed387 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$188K
GLENWOOD, INC. MEDICAL GAP PLAN
Fully insured438 covered·1 carrier
Primary: OPTIMED HEALTH
Plan #503$49K
GLENWOOD INC., DENTAL PLAN
Fully insured142 covered·1 carrier
Primary: CANOPY INSURANCE CORP
Plan #504$18K
GLENWOOD INC., VISION PLAN
Fully insured143 covered·1 carrier
Primary: CANOPY INSURANCE CORP

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$388K29.5%
Life$253K19.3%
Short-term disability$253K19.3%
Long-term disability$253K19.3%
Dental$84K6.4%
Vision$84K6.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$253K53.7%11387
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$131K27.8%11326
CANOPY
EIN 871420345
DV
$84K17.7%11153
PAN-AMERICAN LIFE INSURANCE COMPANY
EIN 720281240
Oth
$3K0.7%11329

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPVESTAVIA, ALUNITED OF OMAHA LIFE INSURANCE COMPANY$38K$13K$51K85.9%1
JAMES C ZELLERBIRMINGHAM, ALCANOPY INSURANCE CORPORATION$8K$0$8K14.1%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
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