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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $514K | 17.0% | |
| Short-term disability | $514K | 17.0% | |
| Long-term disability | $514K | 17.0% | |
| Other | $514K | 17.0% | |
| Dental | $487K | 16.1% | |
| Vision | $487K | 16.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $440K | 78.4% | 1 | 1 | 440 |
EIN 360883760 | LSTDLTDOth | $74K | 13.2% | 1 | 1 | 101 |
EIN 360883760 | DV | $47K | 8.4% | 1 | 1 | 563 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | CARMEL, IN | RELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCEMATRIX | $95K | $0 | $95K | 77.6% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | RELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, RELIANCEMATRIX | $23K | $3K | $27K | 21.8% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCEMATRIX | $1K | -$510 | $709 | 0.6% | 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