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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $171K | 28.0% | |
| Dental | $171K | 28.0% | |
| Vision | $171K | 28.0% | |
| Other | $97K | 15.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $171K | 63.8% | 1 | 1 | 105 |
EIN 360883760 | Oth | $97K | 36.2% | 1 | 3 | 62 |
EIN 570514130 | $0 | 0.0% | 1 | 1 | 107 |
Broker overview
24 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUNTINGTON INSURANCE INC | COLUMBUS, OH | RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY | $18K | $0 | $18K | 103.7% | 1 |
| EPSIX, INC. | SCOTTSDALE, AZ | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 19.0% | 1 |
| A C LONG & ASSOCIATES INC | MEDINA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 6.0% | 1 |
| PAUL D QUILLIN | CANFIELD, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $843 | $0 | $843 | 4.9% | 1 |
| ENROLL CONFIDENTLY INC | MILFORD, CT | CONTINENTAL AMERICAN INSURANCE COMPANY | $576 | $0 | $576 | 3.4% | 1 |
| MICHAEL K MARVILLE | SOUTH EUCLID, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $284 | $0 | $284 | 1.7% | 1 |
| AMBER M OPPMAN | MEDINA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $251 | $0 | $251 | 1.5% | 1 |
| TERRI L CAMPBELL | MEDINA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $190 | $0 | $190 | 1.1% | 1 |
| JESSE WONDERS | WARREN, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $106 | $0 | $106 | 0.6% | 1 |
| TERRI PEASE | BARBERTON, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $96 | $0 | $96 | 0.6% | 1 |
| PENNY JO DAVIS | EAST LIVERPOOL, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $33 | $0 | $33 | 0.2% | 1 |
| JOHN D SUSIE | DUBLIN, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | $0 | $23 | 0.1% | 1 |
| CARLA J ELENZ | COLUMBIANA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | $0 | $21 | 0.1% | 1 |
| AMANDA C LONG | SMITHVILLE, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | $20 | $0 | $20 | 0.1% | 1 |
| TORREY PINES FINANCIAL, INC. | SAN DIEGO, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| ALMA IKIC | RIO RANCHO, NM | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| FRANCES L GUDDY | STRONGSVILLE, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$3 | $0 | -$3 | -0.0% | 1 |
| SHAWN HEITNER | SHAKER HEIGHTS, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$9 | $0 | -$9 | -0.1% | 1 |
| THERESA L GOIK | GILBERT, AZ | CONTINENTAL AMERICAN INSURANCE COMPANY | -$9 | $0 | -$9 | -0.1% | 1 |
| RICHARD J LINDEMEYER | MEDINA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$99 | $0 | -$99 | -0.6% | 1 |
| TJH CONSULTANTS LLC | PERRYSBURG, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$349 | $0 | -$349 | -2.0% | 1 |
| MICHELLE L DAVIS | AURORA, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$2K | $0 | -$2K | -9.0% | 1 |
| CHARLES HUGH MACKAY | AKRON, OH | CONTINENTAL AMERICAN INSURANCE COMPANY | -$2K | $0 | -$2K | -13.1% | 1 |
| KATHERINE ROSE LANG | SHAKER HEIGHTS, OH | CONTINENTAL 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