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Sponsor portfolioWelfare / HealthEIN 34-4439491

SHUMAKER LOOP KENDRICK, LLP

1000 JACKSON ST · TOLEDO, OH 436045515
4192419000
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$6.3M
No prior year
Persons covered
820
No prior year
Total participants
1,159
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$6.3M
SHUMAKER LOOP KENDRICK, LLP
Mixed820 covered·4 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #502$0
SHUMAKER LOOP KENDRICK PREMIUM CONVERSION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.8M90.2%
Other$336K5.2%
Long-term disability$253K3.9%
Life$37K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$5.8M91.3%11820
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LTDOth
$465K7.3%130
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$86K1.4%12190
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
Oth
$2K0.0%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHUNITED HEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$34K$78K$112K90.4%1
MCGRIFF INSURANCE SERVICES INCGREENSBORO, NCUNITED HEALTHCARE INSURANCE COMPANY$5K$7K$12K9.6%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
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