Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 34-0220715
FIRST MUTUAL HOLDING CO.
14806 DETROIT AVENUE · LAKEWOOD, OH 44107
2165292614
- Plans filed
- 3
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$6.1M
No prior year
Persons covered
591
No prior year
Total participants
503
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$6.1M
FIRST MUTUAL HOLDING CO. EMPLOYEE BENEFITS PLAN
Fully insured591 covered·4 carriers
Primary: MEDICAL MUTUAL
Plan #506$230K
FIRST MUTUAL HOLDING COMPANY HEALTH AND WELFARE PLAN
Fully insured690 covered·1 carrier
Primary: DELTA DENTAL OF OHIO
Plan #501$199K
FIRST MUTUAL HOLDING COMPANY HEALTH AND WELFARE PLAN
Fully insured439 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.4M | 43.5% | |
| Prescription drug | $5.4M | 43.5% | |
| Life | $393K | 3.2% | |
| Other | $393K | 3.2% | |
| Short-term disability | $272K | 2.2% | |
| Long-term disability | $272K | 2.2% | |
| Dental | $238K | 1.9% | |
| Vision | $34K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 340648820 | HRx | $5.4M | 89.0% | 1 | 1 | 319 |
EIN 010278678 | LSTDLTDOth | $393K | 6.5% | 1 | 2 | 427 |
EIN 310685339 | D | $238K | 3.9% | 1 | 1 | 591 |
EIN 430949844 | V | $34K | 0.6% | 1 | 1 | 537 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PLANCORP VANTAGE BENEFIT ADVISORS | INDEPENDENCE, OH | MEDICAL MUTUAL, DELTA DENTAL OF OHIO | $95K | $521 | $96K | 82.6% | 1 |
| VANTAGE FINANCIAL GROUP, INC. | CLEVELAND, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | $5K | $17K | 14.4% | 1 |
| PLAN CORP/VANTAGE BENEFIT ADVISORS | CLEVELAND, OH | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.9% | 1 |
| CORPORATE PLANS, LLC | HIGHLAND HILLS, OH | FIDELITY SECURITY LIFE INSURANCE COMPANY | $48 | $0 | $48 | 0.0% | 1 |
| GCG FINANCIAL LLC | HIGHLAND HILLS, OH | FIDELITY SECURITY LIFE INSURANCE COMPANY | $48 | $0 | $48 | 0.0% | 1 |
History & trajectory
9 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