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Sponsor portfolioWelfare / HealthEIN 35-2060071
WORKSMART SYSTEMS, INC.
8531 BASH ST. · INDIANAPOLIS, IN 46250
3175857870
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$14.2M
No prior year
Persons covered
16,411
No prior year
Total participants
10,616
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.8M | 18.8% | |
| Life | $5.6M | 18.1% | |
| Short-term disability | $5.6M | 18.1% | |
| Long-term disability | $5.6M | 18.1% | |
| Stop-loss | $4.6M | 14.7% | |
| Health | $3.8M | 12.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 222342710 | HLSTDLTDOth | $7.1M | 50.0% | 1 | 5 | 16,411 |
EIN 350781558 | SL | $4.6M | 32.2% | 1 | 1 | 6,973 |
EIN 362739571 | H | $2.5M | 17.8% | 1 | 1 | 563 |
EIN 330052273 | $202 | 0.0% | 1 | 1 | 14 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WHARTON INSURANCE & FINANCIAL SERV | CARMEL, IN | METROPOLITAN GENERAL INSURANCE PLAN, METROPOLITAN LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY, ANTHEM INSURANCE COMPANY | $1.4M | $68K | $1.5M | 88.3% | 1 |
| PHRI LLC | HOPKINTON, MA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $136K | $136K | 8.1% | 1 |
| WHARTON BENEFITS INC | CARMEL, IN | METROPOLITAN LIFE INSURANCE COMPANY | $61K | $0 | $61K | 3.6% | 1 |
| ROGERS BENEFIT GROUP INC | PHOENIX, AZ | UNITED HEALTHCARE INSURANCE COMPANY | $13 | $0 | $13 | 0.0% | 1 |
| HEALTH AND HUMAN RESOURCE CENTER | HARTFORD, CA | HEALTH AND HUMAN RESOURCE CENTER | $0 | $0 | $0 | 0.0% | 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