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Sponsor portfolioWelfare / HealthEIN 26-3497193
CALDWELL AND GREGORY, LLC.
129 BROAD STREET ROAD · MANAKIN SABOT, VA 23103
8047847415
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
574
No prior year
Total participants
218
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 |
|---|---|---|---|
| Health | $2.5M | 77.9% | |
| Dental | $164K | 5.2% | |
| Life | $129K | 4.1% | |
| Short-term disability | $129K | 4.1% | |
| Long-term disability | $129K | 4.1% | |
| Other | $129K | 4.1% | |
| Vision | $17K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 540357120 | H | $2.5M | 88.8% | 1 | 1 | 492 |
EIN 135581829 | D | $164K | 5.9% | 1 | 1 | 574 |
EIN 221211670 | LSTDLTDOth | $129K | 4.7% | 1 | 1 | 222 |
EIN 430949844 | V | $17K | 0.6% | 1 | 1 | 316 |
EIN 952371728 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | LOS ANGELES, CA | METROPOLITAN LIFE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, EYEMED VISION CARE, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $44K | $2K | $46K | 81.5% | 1 |
| NATIONAL ENROLLMENT PARTNERS GENERA | OVERLAND PARK, KS | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 12.3% | 1 |
| CHRISTOPHER MICHAEL SHEALY | LEXINGTON, SC | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 6.1% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $45 | $45 | 0.1% | 1 |
History & trajectory
6 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