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Sponsor portfolioWelfare / HealthEIN 38-2234596
SMITH HAUGHEY RICE & ROEGGE, PC
100 MONROE CENTER, NW · GRAND RAPIDS, MI 49503
6167748000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$657K
No prior year
Persons covered
208
No prior year
Total participants
196
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 | $573K | 87.1% | |
| Life | $36K | 5.4% | |
| Long-term disability | $30K | 4.6% | |
| Vision | $11K | 1.7% | |
| Dental | $8K | 1.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 201529553 | H | $573K | 87.1% | 1 | 1 | 191 |
EIN 930242990 | LLTD | $61K | 9.3% | 1 | 3 | 84 |
EIN 430949844 | V | $11K | 1.7% | 1 | 1 | 208 |
EIN 381791480 | D | $8K | 1.2% | 1 | 1 | 196 |
EIN 041590850 | L | $5K | 0.7% | 1 | 1 | 1 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRICK DALTON | GRANDVILLE, MI | PRIORITY HEATH INSURANCE COMPANY | $27K | $0 | $27K | 79.1% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | GRANDVILLE, MI | STANDARD INSURANCE COMPAMY, FIDELITY SECURITY LIFE INSURANCE COMPANY | $6K | $0 | $6K | 16.1% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | STANDARD INSURANCE COMPAMY | $2K | $0 | $2K | 4.5% | 1 |
| JOHN B. WEESIE | GRAND RAPIDS, MI | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $71 | $0 | $71 | 0.2% | 1 |
| WILLIAM FERGUSON | GRAND RAPIDS, MI | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $24 | $0 | $24 | 0.1% | 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