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Sponsor portfolioWelfare / HealthEIN 31-0986103
THIRD AND OAK CORP DBA TREYTON OAK TOWERS
211 W OAK STREET · LOUISVILLE, KY 40203
5025893211
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$818K
No prior year
Persons covered
111
No prior year
Total participants
111
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 | $717K | 31.7% | |
| Dental | $717K | 31.7% | |
| Vision | $717K | 31.7% | |
| Other | $55K | 2.4% | |
| Short-term disability | $41K | 1.8% | |
| Life | $7K | 0.3% | |
| Long-term disability | $5K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 611237516 | HDV | $717K | 87.7% | 1 | 1 | 91 |
EIN 470322111 | LSTDLTDOth | $71K | 8.7% | 1 | 4 | 111 |
EIN 570144607 | Oth | $29K | 3.6% | 1 | 1 | 64 |
Broker overview
20 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP | ORMOND BEACH, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $41K | $2K | $43K | 90.9% | 1 |
| JEFFREY D HARNED | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $819 | $2K | 4.0% | 1 |
| SUZANNE BRATTON TUCKER | LEXINGTON, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $748 | $25 | $773 | 1.6% | 1 |
| MELODIE D LUNSFORD | WOODBURN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $452 | $0 | $452 | 1.0% | 1 |
| BILODEAU INC | GOSHEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $120 | $229 | $349 | 0.7% | 1 |
| VICKIE E LEWIS | CAVE CITY, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $228 | $0 | $228 | 0.5% | 1 |
| MEGAN GOODMAN | SELLERSBURG, IN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $132 | $0 | $132 | 0.3% | 1 |
| VALERIE D RICH | BEE SPRING, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $120 | $0 | $120 | 0.3% | 1 |
| AMBER WOOD | BOWLING GREEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $104 | $0 | $104 | 0.2% | 1 |
| RTR AL CORP | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $0 | $86 | 0.2% | 1 |
| AXEL H HALVARSON | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $0 | $49 | 0.1% | 1 |
| WILLIAM JACK MITCHELL JR | NORTH PLATTE, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $0 | $42 | 0.1% | 1 |
| AMY E COHEN | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.0% | 1 |
| RPM BENEFIT ADVISORS LLC | BIG SPRINGS, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $1 | $18 | 0.0% | 1 |
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| PAUL STANLEY JR | NORTH CHARLESTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| LEIGH L ARMSTRONG | BOWLING GREEN, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| STEVE A CALVERT | SHARPSBURG, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
| CHRISTINE L COURTNEY | ST. MICHAELS, MD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| ADVANCED BENEFIT SYSTEM INC | DANIEL ISLAND, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
5 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