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Sponsor portfolioWelfare / HealthEIN 36-3228475
KOVITZ, SHIFRIN, NESBIT
1 OVERLOOK POINT · LINCOLNSHIRE, IL 60069
8475370500
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
162
No prior year
Total participants
133
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 |
|---|---|---|---|
| Health | $1.8M | 74.2% | |
| Life | $130K | 5.4% | |
| Short-term disability | $130K | 5.4% | |
| Long-term disability | $130K | 5.4% | |
| Other | $130K | 5.4% | |
| Dental | $87K | 3.7% | |
| Vision | $10K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.8M | 88.7% | 1 | 1 | 161 |
EIN 420127290 | LSTDLTDOth | $130K | 6.5% | 1 | 1 | 162 |
EIN 362612058 | D | $87K | 4.4% | 1 | 1 | 100 |
EIN 430949844 | V | $10K | 0.5% | 1 | 1 | 143 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | DELTA DENTAL OF ILLINOIS, BLUECROSS BLUESHIELD OF ILLINOIS, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO., PRINCIPAL LIFE INSURANCE COMPANY | $104K | $2K | $106K | 94.6% | 1 |
| THE BOON INSURANCE AGENCY | LINCOLNSHIRE, IL | DELTA DENTAL OF ILLINOIS | $0 | $3K | $3K | 3.1% | 1 |
| GARRY L JOHNSON & ASSOCIATES INC | MESA, AZ | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.3% | 1 |
History & trajectory
2 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