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Sponsor portfolioWelfare / HealthEIN 31-1356420

CAVALIER DISTRIBUTING

4650 LAKE FOREST DRIVE · BLUE ASH, OH 45242
5132479222
Plans filed
1
Years active
2016–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
401
No prior year
Total participants
342
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
CAVALIER DISTRIBUTING WELFARE BENEFIT PLAN
Fully insured401 covered·3 carriers
Primary: COMMUNITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$1.0M32.1%
Health$975K30.1%
Prescription drug$975K30.1%
Dental$124K3.8%
Short-term disability$63K2.0%
Long-term disability$63K2.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HRxV
$975K83.9%11293
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$124K10.7%11401
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
VSTDLTD
$63K5.5%11342

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VACOMMUNITY INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$62K$11K$73K100.0%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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