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Sponsor portfolioWelfare / HealthEIN 31-0749362
CHARLES PENZONE, INC.
6671 VILLAGE PARKWAY · DUBLIN, OH 43017
6147917032
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$833K
No prior year
Persons covered
100
No prior year
Total participants
99
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 | $713K | 40.7% | |
| Prescription drug | $713K | 40.7% | |
| Life | $69K | 3.9% | |
| Short-term disability | $69K | 3.9% | |
| Long-term disability | $69K | 3.9% | |
| Other | $69K | 3.9% | |
| Dental | $41K | 2.3% | |
| Vision | $10K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 340648820 | HRx | $713K | 85.6% | 1 | 1 | 71 |
EIN 350145825 | LSTDLTDOth | $69K | 8.3% | 1 | 1 | 23 |
EIN 311119867 | D | $41K | 4.9% | 1 | 1 | 100 |
EIN 135123390 | V | $10K | 1.2% | 1 | 1 | 85 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | DUBLIN, OH | SUPERIOR DENTAL CARE, MEDICAL MUTUAL OF OHIO, AMERICAN UNITED LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $36K | $8K | $44K | 100.0% | 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