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Sponsor portfolioWelfare / HealthEIN 34-1152347
KURTZ BROS, INC.
6415 GRANGER RD · INDEPENDENCE, OH 44131
2169867000
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$251K
No prior year
Persons covered
120
No prior year
Total participants
120
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 |
|---|---|---|---|
| Life | $138K | 17.7% | |
| Short-term disability | $138K | 17.7% | |
| Long-term disability | $138K | 17.7% | |
| Other | $138K | 17.7% | |
| Dental | $113K | 14.5% | |
| Vision | $113K | 14.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | LSTDLTDOth | $138K | 55.0% | 1 | 1 | 105 |
EIN 135123390 | DV | $113K | 45.0% | 1 | 1 | 120 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED HEALTHCARE INSURANCE COMPANY | $18K | $0 | $18K | 61.8% | 1 |
| GIBSON INSURANCE AGENCY, INC. | PLYMOUTH, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED HEALTHCARE INSURANCE COMPANY | $11K | $0 | $11K | 38.2% | 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