| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $269K | 23.1% | |
| Other | $269K | 23.1% | |
| Short-term disability | $210K | 18.0% | |
| Long-term disability | $210K | 18.0% | |
| Dental | $104K | 8.9% | |
| Vision | $104K | 8.9% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $210K | 56.4% | 1 | 1 | 321 |
EIN 362739571 | DV | $104K | 27.8% | 1 | 1 | 283 |
EIN 590781901 | LOth | $59K | 15.7% | 1 | 1 | 170 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26K | $81K | $107K | 88.7% | 1 |
| STEPPING STONES UNLIMITED, INC. | DAYTON, KY | SUN LIFE ASSURANCE COMPANY OF CANADA, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14K | $0 | $14K | 11.3% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $37 | $0 | $37 | 0.0% | 1 |