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Sponsor portfolioWelfare / HealthEIN 35-1330771

PORTER-STARKE SERVICES, INC.

601 WALL STREET · VALPARAISO, IN 46383
2194764507
Plans filed
1
Years active
2016–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$369K
No prior year
Persons covered
337
No prior year
Total participants
315
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$369K
PORTER-STARKE SERVICES, INC. WELFARE BENEFIT PLAN
Mixed337 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$204K21.1%
Life$198K20.6%
Short-term disability$198K20.6%
Long-term disability$198K20.6%
Dental$132K13.6%
Vision$34K3.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLSTDLTDOth
$330K89.2%12310
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
V
$34K9.2%11186
NEW AVENUES, INC.
EIN 122345678
Oth
$6K1.5%11337

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MJ INSURANCECARMEL, INTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$43K$6K$50K75.7%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$0$16K$16K23.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILSUN LIFE ASSURANCE COMPANY OF CANADA$3$253$2560.4%1

History & trajectory

9 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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