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Sponsor portfolioWelfare / HealthEIN 34-0732302
CALFEE HALTER AND GRISWOLD LLP
THE CALFEE BUILDING · CLEVELAND, OH 441141600
2166228200
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$530K
No prior year
Persons covered
231
No prior year
Total participants
251
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 |
|---|---|---|---|
| Life | $344K | 48.2% | |
| Dental | $185K | 25.9% | |
| Vision | $185K | 25.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | L | $344K | 65.0% | 1 | 2 | 231 |
EIN 135123390 | DV | $185K | 35.0% | 1 | 1 | 200 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CLEVELAND, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13K | $5K | $18K | 56.0% | 1 |
| MASTER UNUM ENROLL | VIRGINIA BEACH, VA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $14K | $14K | 44.0% | 1 |
History & trajectory
11 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