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Sponsor portfolioWelfare / HealthEIN 39-2519050

ELLIOTT DAVIS ADVISORY, LLC

PO BOX 6286 · GREENVILLE, SC 296066286
8642423370
Plans filed
1
Years active
2025–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$970K
No prior year
Persons covered
779
No prior year
Total participants
780
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #506$970K
ELLIOTT DAVIS ADVISORY, LLC WELFARE BENEFIT PLAN
Mixed779 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$965K28.5%
Life$943K27.9%
Long-term disability$681K20.2%
Short-term disability$267K7.9%
Dental$262K7.8%
Vision$262K7.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$708K73.0%13779
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDOth
$262K27.0%11674

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENVILLE, SCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA$115K$24K$139K95.3%1
PLANSOURCE BENEFIT ADMINISTRATIONORLANDO, FLUNUM LIFE INSURANCE COMPANY OF AMERICA$7K$0$7K4.7%1

Policy details

Latest year, by plan
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