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Sponsor portfolioWelfare / HealthEIN 27-4169415
CNL FINANCIAL GROUP INVESTMENT MANAGEMENT, LLC
450 SOUTH ORANGE AVENUE · ORLANDO, FL 32801
4076501166
- Plans filed
- 1
- Years active
- 2019–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
156
No prior year
Total participants
118
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 | $2.1M | 31.0% | |
| Dental | $2.1M | 31.0% | |
| Prescription drug | $2.1M | 31.0% | |
| Other | $117K | 1.7% | |
| Life | $114K | 1.7% | |
| Short-term disability | $114K | 1.7% | |
| Long-term disability | $114K | 1.7% | |
| Vision | $15K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxD | $2.1M | 94.0% | 1 | 1 | 91 |
EIN 010278678 | LSTDLTDOth | $115K | 5.2% | 1 | 2 | 118 |
EIN 470098400 | V | $15K | 0.7% | 1 | 1 | 156 |
EIN 135581829 | Oth | $2K | 0.1% | 1 | 1 | 9 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | FRESNO, CA | AMERITAS LIFE INSURANCE CORP., UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $1K | $3K | 93.7% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | METROPOLITAN LIFE INSURANCE COMPANY | $73 | $34 | $107 | 3.9% | 1 |
| O'NEIL LEE & WEST INC. | ORLANDO, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $25 | $0 | $25 | 0.9% | 1 |
| NANCY BENNETT & ASSOCIATES INC | MIAMI, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.6% | 1 |
| BARBARA RENNARD | WINTER PARK, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $0 | $17 | 0.6% | 1 |
| WILLIAM RENNARD | WINTER PARK, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.2% | 1 |
History & trajectory
6 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