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Sponsor portfolioWelfare / HealthEIN 35-1893287

FLAHERTY AND COLLINS, INC.

ONE INDIANA SQUARE, SUITE 3000 · INDIANAPOLIS, IN 46204
3178192707
Plans filed
2
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$561K
No prior year
Persons covered
563
No prior year
Total participants
441
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$561K
FLAHERTY & COLLINS, INC. EMPLOYEE BENEFIT PLAN
Mixed563 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #502$169K
FLAHERTY & COLLINS, INC. LIFE AND DISABILITY PLAN
Mixed330 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$514K17.0%
Short-term disability$514K17.0%
Long-term disability$514K17.0%
Other$514K17.0%
Dental$487K16.1%
Vision$487K16.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$440K78.4%11440
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$74K13.2%11101
RELIANCEMATRIX
EIN 360883760
DV
$47K8.4%11563

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MJ INSURANCECARMEL, INRELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCEMATRIX$95K$0$95K77.6%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJRELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCEMATRIX$23K$3K$27K21.8%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCEMATRIX$1K-$510$7090.6%1

History & trajectory

11 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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