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Sponsor portfolioWelfare / HealthEIN 37-1834769

FITCH IRICK MANAGEMENT, LLC

1515 MOCKINGBIRD LANE, 10TH FLOOR · CHARLOTTE, NC 28209
7043576000
Plans filed
1
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
409
No prior year
Total participants
345
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
FITCH IRICK MANAGEMENT, LLC GROUP INSURANCE PLAN
Fully insured409 covered·3 carriers
Primary: AETNA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M47.1%
Dental$2.3M44.5%
Life$140K2.7%
Short-term disability$140K2.7%
Long-term disability$140K2.7%
Vision$25K0.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HD
$2.3M93.4%11349
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
HLSTDLTD
$140K5.6%11200
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$25K1.0%11409

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INC—AETNA, EQUITABLE$13K$3K$16K52.6%1
SRA BENEFITS CONSULTING LLCRALEIGH, NCMETLIFE, AETNA, EQUITABLE$14K$0$14K47.4%1

History & trajectory

9 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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