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Sponsor portfolioWelfare / HealthEIN 31-0541755

TAFT STETTINIUS & HOLLISTER LLP

425 WALNUT STREET, SUITE 1800 · CINCINNATI, OH 45202
5133812838
Plans filed
3
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.9M
No prior year
Persons covered
2,891
No prior year
Total participants
1,833
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #510$5.9M
TAFT STETTINIUS & HOLLISTER LLP HEALTH AND WELFARE BENEFITS PLAN
Mixed2,891 covered·10 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #527$1.6M
TAFT STETTINIUS & HOLLISTER LLP HEALTH AND WELFARE BENEFITS PLAN
Fully insured172 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF ILLINOIS
Plan #516$225K
JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN
Mixed139 covered·3 carriers
Primary: COMPANION LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$4.4M37.1%
Other$3.2M27.5%
Life$3.0M25.2%
Dental$1.1M8.9%
Vision$151K1.3%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LLTDOth
$4.3M72.3%121,492
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$1.1M17.9%112,891
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$248K4.2%11369
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$151K2.6%112,414
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LTDOth
$64K1.1%1323
PETERSEN INTERNATIONAL UNDERWRITERS
EIN 953493616
LTD
$53K0.9%1112
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041768571
LTD
$32K0.5%1226
SECURIAN LIFE INSURANCE COMPANY
EIN 410417830
L
$25K0.4%112
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$9K0.1%1114

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DANNY S. DONLEYFLOWERY BRANCH, GASTANDARD INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS$329K$0$329K44.3%1
SPECTRUM SOURCE BROKERAGEINDIANAPOLIS, INSTANDARD INSURANCE COMPANY$196K$0$196K26.4%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILDELTA DENTAL OF OHIO, UNUM LIFE INSURANCE COMPANY OF AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$131K$8K$139K18.7%1
CHRISTOPHER A. BUSSEYHERMOSA BEACH, CASTANDARD INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS$53K$0$53K7.1%1
BRIAN L. HETTMANSPERGER SR.FISHERS, INSTANDARD INSURANCE COMPANY$20K$0$20K2.6%1
SOURCE BROKERAGE, INC.INDIANAPOLIS, INPETERSEN INTERNATIONAL UNDERWRITERS$3K$0$3K0.3%1
NELSON, WOODIS & SULLIVAN, INC.MINNEAPOLIS, MNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$2K$0$2K0.3%1
STEPHEN E. CROWEINDIANAPOLIS, INSTANDARD INSURANCE COMPANY$517$0$5170.1%1
SURE LIFE FINANCIAL GROUP LLCPLAINFIELD, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$401$0$4010.1%1
THE HORTON GROUPORLAND PARK, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$393$0$3930.1%1
DAVID S. NELSONSAINT LOUIS PARK, MNUNUM LIFE INSURANCE COMPANY OF AMERICA, THE PAUL REVERE LIFE INSURANCE COMPANY$90$100$1900.0%1
M FINANCIAL HOLDINGS INCPORTLAND, ORUNUM LIFE INSURANCE COMPANY OF AMERICA$0$100$1000.0%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
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