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Sponsor portfolioWelfare / HealthEIN 34-0756436
UB GREENSFELDER LLP
1660 WEST 2ND STREET · CLEVELAND, OH 441131448
2165837000
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$3.6M
No prior year
Persons covered
419
No prior year
Total participants
887
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.9M | 43.6% | |
| Vision | $2.9M | 43.6% | |
| Life | $473K | 7.2% | |
| Dental | $163K | 2.5% | |
| Other | $107K | 1.6% | |
| Long-term disability | $92K | 1.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HV | $2.9M | 79.4% | 1 | 1 | 383 |
EIN 135581829 | L | $440K | 12.2% | 1 | 1 | 73 |
EIN 310685339 | D | $163K | 4.5% | 1 | 1 | 364 |
EIN 010278678 | LLTDOth | $125K | 3.5% | 1 | 2 | 261 |
EIN 131963496 | Oth | $15K | 0.4% | 1 | 1 | 418 |
EIN 350472300 | $0 | 0.0% | 1 | 1 | 1 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | CINCINNATI, OH | UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF OHIO | $5K | $33K | $38K | 67.6% | 1 |
| LOCKTON COMPANIES, LLC | CLEVELAND, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY | $6K | $254 | $7K | 11.8% | 1 |
| LPL FINANCIAL CORP | SAN DIEGO, CA | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $0 | $5K | 9.4% | 1 |
| CHARLES L CRANE AGENCY CO | ST LOUIS, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 5.5% | 1 |
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | FEDERAL INSURANCE COMPANY | $2K | $0 | $2K | 4.0% | 1 |
| WILLIAM BEAR | ALGONQUIN, IL | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.8% | 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