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Sponsor portfolioWelfare / HealthEIN 37-0892465

PETERS HEATING & AIR CONDITIONING

4520 BROADWAY · QUINCY, IL 62305
2172221368
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$533K
No prior year
Persons covered
422
No prior year
Total participants
422
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$533K
PETERS HEATING AND AIR CONDITIONING INC EMPLOYEE BENEFIT PLAN
Mixed422 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$139K50.0%
Vision$139K50.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
$394K74.0%11198
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$139K26.0%11363
CURRENT HEALTH SOLUTIONS
EIN 472621720
$00.0%11422

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CENTERSTONE INSURANCE AND FINANCIALPHOENIX, AZSUN LIFE ASSURANCE COMPANY OF CANADA$0$35K$35K49.7%1
KEYSTONE INSURANCE & BENEFITS GROUPMISHAWAKA, INPRINCIPAL LIFE INSURANCE COMPANY$18K$8K$25K35.9%1
WINTERS INSURANCE GROUP LLPQUINCY, ILSUN LIFE ASSURANCE COMPANY OF CANADA$0$10K$10K14.3%1

History & trajectory

10 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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