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Sponsor portfolioWelfare / HealthEIN 27-1488665
BERRY & BERRY ACQUISITION
21385 SOUTH 530 ROAD · TAHLEQUAH, OK 74464
9184145490
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$251K
No prior year
Persons covered
52
No prior year
Total participants
13
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $241K | 33.2% | |
| Health | $217K | 29.9% | |
| Prescription drug | $217K | 29.9% | |
| Vision | $24K | 3.3% | |
| Other | $10K | 1.3% | |
| Life | $9K | 1.2% | |
| Short-term disability | $9K | 1.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $217K | 86.4% | 1 | 1 | 30 |
EIN 470098400 | DV | $24K | 9.7% | 1 | 1 | 52 |
EIN 135581829 | LSTDOth | $9K | 3.4% | 1 | 1 | 13 |
EIN 590781901 | Oth | $1K | 0.4% | 1 | 1 | 46 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAYCHEX INSURANCE AGENCY, INC. | ROCHESTER, NY | AMERITAS LIFE INSURANCE CORPORATION, AMERICAN HERITAGE LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA, METROPOLITAN LIFE INSURANCE COMPANY | $15K | $646 | $15K | 97.8% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | METROPOLITAN LIFE INSURANCE COMPANY | $206 | $51 | $257 | 1.6% | 1 |
| SUMMIT FINANCIAL GROUP INC. | DALLAS, TX | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $94 | $0 | $94 | 0.6% | 1 |
History & trajectory
8 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