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Sponsor portfolioWelfare / HealthEIN 26-3596498

YATES SERVICES, LLC

983 NISSAN DRIVE · SMYRNA, TN 37167
6153552360
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$6.0M
No prior year
Persons covered
2,395
No prior year
Total participants
1,874
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$6.0M
YATES SERVICES, LLC EMPLOYEE BENEFITS PLAN
Mixed2,395 covered·6 carriers
Primary: SIRIUSPOINT AMERICA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.8M40.3%
Stop-loss$2.4M35.2%
Life$941K13.6%
Short-term disability$479K6.9%
Vision$202K2.9%
Long-term disability$68K1.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SIRIUS AMERICA INSURANCE COMPANY
EIN 132997499
SL
$2.4M40.8%111,811
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$1.7M27.9%111,968
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$1.6M26.8%172,299
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
V
$202K3.4%112,006
RECURO HEALTH, INC.
EIN 861571589
Oth
$71K1.2%112,395

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIDGELAND, MSMUTUAL OF OMAHA INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SIRIUSPOINT AMERICA INSURANCE COMPANY, MD LIVE - RECURO HEALTH, INC.$647K$104K$751K73.8%1
SEHC BENEFITS LLCRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$48K$10K$58K5.7%1
SECURITY INSURANCE AGENCY INCPHILADELPHIA, MSSTARMOUNT LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$28K$0$28K2.7%1
INSGROUP INCFLOWOOD, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21K$4K$25K2.4%1
CYNTHIA L RAYSHELBYVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24K$0$24K2.3%1
BROWN & BROWN INSURANCE SERVICESJACKSON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$20K$1K$21K2.1%1
J MICHAEL NORRIS INCRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18K$1K$19K1.9%1
FRANK WOODWARD CRAIGRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$12K$17K1.6%1
HOLLINGSWORTH BENEFITS SOLUTIONSRAYMOND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$12K$4K$16K1.6%1
ROBBINS RESEARCH AND PLANNING INCOXFORD, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$10K$5K$15K1.5%1
SELERIX SYSTEMS INCMCKINNEY, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$0$9K$9K0.9%1
MARY DAUGHERTYROCKY TOP, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5K$865$6K0.6%1
CARLA STINER REELKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$568$5K0.4%1
STEVEN WELTON GREGORYOCEAN SPRINGS, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$165$4K0.3%1
MARIA VERONICA JARQUECHICAGO, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$607$3K0.3%1
DENNIS E TRAYWICKPROSPECT, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$584$2K0.2%1
BENEFOUNDRY INCANTIOCH, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$854$2K0.2%1
KATIE MULLINS WALDROPMENDENHALL, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$369$2K0.2%1
LVI BENEFITS SERVICES LLCCLARKSVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K0.1%1
ANIMAL EMPIRE INCNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K0.1%1
SILVIA AGUILAR ALVISOLAS VEGAS, NVCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$682$0$6820.1%1
LINDA CURLEYNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$677$0$6770.1%1
SARA MULLINSMENDENHALL, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$570$6$5760.1%1
VICTORIA L FLYNNCORRYTON, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$523$0$5230.1%1
SUSAN FONTANA FLYNNKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$503$0$5030.0%1
JUDITH MARIE DAVISBYHALIA, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$476$0$4760.0%1
ELIZABETH LOUISE FENDERINDIANAPOLIS, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$372$24$3960.0%1
CLARICE D LEWIS LLCCHARLOTTE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$357$29$3860.0%1
JANICE D RUCKSCOLLIERVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$371$0$3710.0%1
WENDY DAWN PACKRAMONA, CACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$357$0$3570.0%1
VIRGINIA W LAVENDERCANTON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$327$0$3270.0%1
GASPARD EMPLOYEE BENEFITS LLCBRANDON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$237$83$3200.0%1
THE JAMES B OSWALD COMPANYRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$278$0$2780.0%1
BARBARA J LAKEMORRISTOWN, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$251$3$2540.0%1
PAM ENTERPRISES INCGULFPORT, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$233$0$2330.0%1
FREDERICK AARON CHAMBERSMCMINNVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$212$0$2120.0%1
DANIEL JAMES PERKINSBRENTWOOD, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$212$0$2120.0%1
LORETTA PACKERMADISON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$202$0$2020.0%1
BISHOP INSURANCE, LLCBOILING SPRINGS, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$178$0$1780.0%1
ALDEN D MCGEEJACKSONVILLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$139$0$1390.0%1
DAWN RENEE MORGANPLANO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$123$12$1350.0%1
LISA S LEEMORTON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$129$0$1290.0%1
MARGARET ANN GRUBBSTERRY, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$120$0$1200.0%1
RACHEL WINGFIELDCOLLIERVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$112$0$1120.0%1
SUZANNE BRATTON TUCKERLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$107$0$1070.0%1
NOAH OROPEZALITCHFIELD PARK, AZCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$55$48$1030.0%1
MERI HOWARDLAS VEGAS, NVCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$97$0$970.0%1
JEFFREY LUXENBERGLOGANSPORT, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$84$1$850.0%1
JOHN RENE WALDRUPVAUGHAN, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$70$0$700.0%1
COWLEY INSURANCE SERVICES INCPLANTERSVILLE, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$64$5$690.0%1

History & trajectory

10 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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