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Sponsor portfolioWelfare / HealthEIN 27-2037178
FIRST SOURCE EMPLOYEE MANAGEMENT
25000 COUNTRY CLUB BLVD, STE 255 · NORTH OLMSTED, OH 44070
4407930200
- Plans filed
- 1
- Years active
- 2018–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$2.7M
No prior year
Persons covered
12,666
No prior year
Total participants
12,666
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 |
|---|---|---|---|
| Life | $1.7M | 25.7% | |
| Short-term disability | $1.7M | 25.7% | |
| Other | $1.7M | 25.7% | |
| Stop-loss | $583K | 8.9% | |
| Dental | $458K | 7.0% | |
| Vision | $458K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 410451140 | LSTDOth | $1.7M | 61.7% | 1 | 1 | 12,666 |
EIN 381082080 | SL | $583K | 21.4% | 1 | 1 | 2,395 |
EIN 135581829 | DV | $458K | 16.8% | 1 | 1 | 5,124 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $231K | $8K | $239K | 73.2% | 1 |
| STEVEN PAPPADAKES | ROCKY RIVER, OH | RELIASTAR LIFE INSURANCE COMPANY | $88K | $0 | $88K | 26.8% | 1 |
History & trajectory
7 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