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Sponsor portfolioWelfare / HealthEIN 41-1388075
SHARED MEDICAL SERVICES, INC.
209 LIMESTONE PASS · COTTAGE GROVE, WI 53527
6088399955
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
403
No prior year
Total participants
404
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 |
|---|---|---|---|
| Stop-loss | $942K | 45.4% | |
| Other | $370K | 17.8% | |
| Life | $336K | 16.2% | |
| Short-term disability | $195K | 9.4% | |
| Long-term disability | $195K | 9.4% | |
| Vision | $36K | 1.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $942K | 69.9% | 1 | 1 | 313 |
EIN 010278678 | LSTDLTDOth | $370K | 27.5% | 1 | 6 | 403 |
EIN 203212328 | V | $36K | 2.7% | 1 | 1 | 286 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M3 INSURANCE SOLUTIONS INC | MADISON, WI | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY | $42K | $40K | $82K | 89.5% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | HCC LIFE INSURANCE COMPANY | $0 | $9K | $9K | 10.3% | 1 |
| ASSUREX | COLUMBUS, OH | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $185 | $185 | 0.2% | 1 |
| SPETNER ASSOCIATES INC | ST LOUIS, MO | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| JAMES DUNCAN DAVIDSON | VILLA PARK, CA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| JAMES WESLEY HAMBY | HUNTSVILLE, AL | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| EOI SERVICE COMPANY INC | SANTA ANA, CA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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