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Sponsor portfolioWelfare / HealthEIN 26-4834604
PALLET MANAGEMENT SERVICES LLC
d/b/a FIDELIS LOGISTICS
2225 W WHISPERING WIND DR STE 108 · PHOENIX, AZ 850851871
7204258511
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
742
No prior year
Total participants
568
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 | $1.0M | 34.1% | |
| Prescription drug | $1.0M | 34.1% | |
| Dental | $188K | 6.2% | |
| Vision | $188K | 6.2% | |
| Life | $188K | 6.2% | |
| Short-term disability | $188K | 6.2% | |
| Long-term disability | $188K | 6.2% | |
| Other | $17K | 0.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860004538 | HRx | $1.0M | 83.4% | 1 | 1 | 124 |
EIN 420127290 | DVLSTDLTD | $188K | 15.2% | 1 | 1 | 742 |
EIN 410451140 | Oth | $17K | 1.4% | 1 | 1 | 141 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EXCALIBUR FINANCIAL GROUP | TAMPA, FL | BLUE CROSS AND BLUE SHIELD OF ARIZONA, PRINCIPAL LIFE INSURANCE COMPANY | $47K | $5K | $52K | 57.8% | 1 |
| ROGERS BENEFIT GROUP INC | PHOENIX, AZ | BLUE CROSS AND BLUE SHIELD OF ARIZONA | $13K | $0 | $13K | 13.9% | 1 |
| WILLIAM A GRAHAM COMPANY | TAMPA, FL | RELIASTAR LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 11.7% | 1 |
| ROBERT FABRIZIO | TAMPA, FL | PRINCIPAL LIFE INSURANCE COMPANY | $9K | $0 | $9K | 9.8% | 1 |
| EMERSON REID LLC | BLUE BELL, PA | BLUE CROSS AND BLUE SHIELD OF ARIZONA | $6K | $0 | $6K | 6.9% | 1 |
History & trajectory
4 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