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Sponsor portfolioWelfare / HealthEIN 27-0914494
BURTON CAROL MANAGEMENT LLC
4832 RICHMOND RD STE 200 · CLEVELAND, OH 44128
2164645130
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$741K
No prior year
Persons covered
151
No prior year
Total participants
153
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 |
|---|---|---|---|
| Dental | $79K | 24.1% | |
| Life | $79K | 24.1% | |
| Long-term disability | $79K | 24.1% | |
| Other | $79K | 24.1% | |
| Vision | $12K | 3.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | $650K | 87.8% | 1 | 1 | 64 | |
EIN 135123390 | DLLTDOth | $79K | 10.6% | 1 | 1 | 151 |
EIN 061227840 | V | $12K | 1.6% | 1 | 1 | 53 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | DALLAS, TX | THE GUARDIAN LIFE INSURANCE OF AMERICA, VISION SERVICE PLAN, COMMUNITY INSURANCE COMPANY | $34K | $4K | $38K | 77.0% | 1 |
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | COMMUNITY INSURANCE COMPANY | $0 | $9K | $9K | 17.3% | 1 |
| ERC SERVICES INC | BEACHWOOD, OH | COMMUNITY INSURANCE COMPANY | $3K | $0 | $3K | 5.7% | 1 |
History & trajectory
5 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