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Sponsor portfolioWelfare / HealthEIN 27-3317950
SMITH-ROWE, LLC
639 OLD US 52 S · MT AIRY, NC 27030
3367898221
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$461K
No prior year
Persons covered
743
No prior year
Total participants
308
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $309K | 22.1% | |
| Dental | $294K | 21.1% | |
| Vision | $294K | 21.1% | |
| Life | $216K | 15.4% | |
| Short-term disability | $141K | 10.1% | |
| Long-term disability | $141K | 10.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470098400 | DV | $152K | 33.0% | 1 | 1 | 743 |
EIN 590781901 | LOth | $152K | 33.0% | 1 | 4 | 118 |
EIN 440308260 | DVLSTDLTDOth | $141K | 30.7% | 1 | 1 | 119 |
EIN 710505232 | LOth | $15K | 3.3% | 1 | 1 | 307 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CRAIG PLOCH | WINSTON SALEM, NC | KANSAS CITY LIFE | $31K | $0 | $31K | 40.4% | 1 |
| PLOCH CRAIG | WINSTON SALEM, NC | AMERITAS LIFE INSURANCE CORP, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $17K | $0 | $17K | 22.2% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | USABLE LIFE, AMERITAS LIFE INSURANCE CORP | $10K | $0 | $10K | 13.3% | 1 |
| NORTH AMERICAN BENEFITS CO | GREENVILLE, NC | KANSAS CITY LIFE | $0 | $8K | $8K | 11.0% | 1 |
| FORREST CHARLES | CHARLOTTE, NC | AMERITAS LIFE INSURANCE CORP, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $6K | $0 | $6K | 8.0% | 1 |
| PHILLIPS TONDA | MOUNT AIRY, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.2% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | USABLE LIFE | $753 | $0 | $753 | 1.0% | 1 |
| DAVIS DARRELL E | KERNERSVILLE, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $406 | $0 | $406 | 0.5% | 1 |
| TONDA PHILLIPS CORPORTATION | MOUNT AIRY, NC | AMERITAS LIFE INSURANCE CORP | $325 | $0 | $325 | 0.4% | 1 |
History & trajectory
10 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