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Sponsor portfolioWelfare / HealthEIN 34-0753693
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS H & W FUND
9665 ROCKSIDE ROAD · VALLEY VIEW, OH 44125
2167816858
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 31
- Latest filing
- 2024
Total premiums (latest)
$6.8M
No prior year
Persons covered
7,859
No prior year
Total participants
6,586
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 | $4.3M | 31.8% | |
| Short-term disability | $4.3M | 31.8% | |
| Health | $2.4M | 17.7% | |
| Prescription drug | $2.4M | 17.7% | |
| Stop-loss | $135K | 1.0% | |
| Long-term disability | $10K | 0.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 210706531 | LSTD | $4.3M | 62.9% | 1 | 1 | 4,268 |
EIN 391263473 | HRx | $2.4M | 35.0% | 1 | 1 | 2,387 |
EIN 591031071 | SL | $135K | 2.0% | 1 | 1 | 7,859 |
EIN 381082080 | LTD | $10K | 0.1% | 1 | 1 | 37 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | SUN LIFE ASSURANCE COMPANY OF CANADA | $492 | $0 | $492 | 59.7% | 1 |
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $332 | $332 | 40.3% | 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