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Sponsor portfolioWelfare / HealthEIN 34-1190957
MARSH, BERRY, & COMPANY, LLC
28601 CHAGRIN BOULEVARD · WOODMERE, OH 44122
4403926551
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
340
No prior year
Total participants
172
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 | $2.2M | 38.7% | |
| Prescription drug | $2.2M | 38.7% | |
| Dental | $415K | 7.4% | |
| Life | $415K | 7.4% | |
| Other | $415K | 7.4% | |
| Vision | $19K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | HRx | $2.2M | 83.3% | 1 | 1 | 340 |
EIN 350472300 | DLOth | $415K | 16.0% | 1 | 1 | 210 |
EIN 430949844 | V | $19K | 0.8% | 1 | 1 | 239 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | COMMUNITY INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | $77K | $13K | $90K | 83.0% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $18K | $18K | 17.0% | 1 |
History & trajectory
7 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