Sponsor portfolioWelfare / HealthEIN 31-0851940
LEVERING MANAGEMENT, INC.
201 NORTH MAIN ST. · MOUNT VERNON, OH 43050
7403978940
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$71K
No prior year
Persons covered
64
No prior year
Total participants
133
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 |
|---|---|---|---|
| Dental | $48K | 29.0% | |
| Vision | $48K | 29.0% | |
| Life | $23K | 14.0% | |
| Short-term disability | $23K | 14.0% | |
| Long-term disability | $23K | 14.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DV | $48K | 67.4% | 1 | 1 | 64 |
EIN 381082080 | LSTDLTD | $23K | 32.6% | 1 | 1 | 48 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DUMBAUGH INSURANCE AGENCY INC | MOUNT VERNON, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 64.6% | 1 |
| REX LINKENBACH | MANSFIELD, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | $0 | $3K | 35.1% | 1 |
| LIFETIME FINANCIAL GROWTH OF N | COLUMBUS, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $24 | $0 | $24 | 0.3% | 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