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Sponsor portfolioWelfare / HealthEIN 27-1123127

S&P DATA LLC

1500 WEST 3RD ST · CLEVELAND, OH 44113
2169650018
Plans filed
1
Years active
2024–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$268K
No prior year
Persons covered
107
No prior year
Total participants
105
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$268K
S&P DATA LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured107 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$171K28.0%
Dental$171K28.0%
Vision$171K28.0%
Other$97K15.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$171K63.8%11105
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
Oth
$97K36.2%1362
AFLAC
EIN 570514130
$00.0%11107

Broker overview

24 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUNTINGTON INSURANCE INCCOLUMBUS, OHRELIANCE STANDARD LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY$18K$0$18K103.7%1
EPSIX, INC.SCOTTSDALE, AZCONTINENTAL AMERICAN INSURANCE COMPANY$3K$0$3K19.0%1
A C LONG & ASSOCIATES INCMEDINA, OHCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K6.0%1
PAUL D QUILLINCANFIELD, OHCONTINENTAL AMERICAN INSURANCE COMPANY$843$0$8434.9%1
ENROLL CONFIDENTLY INCMILFORD, CTCONTINENTAL AMERICAN INSURANCE COMPANY$576$0$5763.4%1
MICHAEL K MARVILLESOUTH EUCLID, OHCONTINENTAL AMERICAN INSURANCE COMPANY$284$0$2841.7%1
AMBER M OPPMANMEDINA, OHCONTINENTAL AMERICAN INSURANCE COMPANY$251$0$2511.5%1
TERRI L CAMPBELLMEDINA, OHCONTINENTAL AMERICAN INSURANCE COMPANY$190$0$1901.1%1
JESSE WONDERSWARREN, OHCONTINENTAL AMERICAN INSURANCE COMPANY$106$0$1060.6%1
TERRI PEASEBARBERTON, OHCONTINENTAL AMERICAN INSURANCE COMPANY$96$0$960.6%1
PENNY JO DAVISEAST LIVERPOOL, OHCONTINENTAL AMERICAN INSURANCE COMPANY$33$0$330.2%1
JOHN D SUSIEDUBLIN, OHCONTINENTAL AMERICAN INSURANCE COMPANY$23$0$230.1%1
CARLA J ELENZCOLUMBIANA, OHCONTINENTAL AMERICAN INSURANCE COMPANY$21$0$210.1%1
AMANDA C LONGSMITHVILLE, OHCONTINENTAL AMERICAN INSURANCE COMPANY$20$0$200.1%1
TORREY PINES FINANCIAL, INC.SAN DIEGO, CACONTINENTAL AMERICAN INSURANCE COMPANY$4$0$40.0%1
ALMA IKICRIO RANCHO, NMCONTINENTAL AMERICAN INSURANCE COMPANY$1$0$10.0%1
FRANCES L GUDDYSTRONGSVILLE, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$3$0-$3-0.0%1
SHAWN HEITNERSHAKER HEIGHTS, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$9$0-$9-0.1%1
THERESA L GOIKGILBERT, AZCONTINENTAL AMERICAN INSURANCE COMPANY-$9$0-$9-0.1%1
RICHARD J LINDEMEYERMEDINA, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$99$0-$99-0.6%1
TJH CONSULTANTS LLCPERRYSBURG, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$349$0-$349-2.0%1
MICHELLE L DAVISAURORA, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$2K$0-$2K-9.0%1
CHARLES HUGH MACKAYAKRON, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$2K$0-$2K-13.1%1
KATHERINE ROSE LANGSHAKER HEIGHTS, OHCONTINENTAL AMERICAN INSURANCE COMPANY-$3K$0-$3K-18.2%1

History & trajectory

2 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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