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Sponsor portfolioWelfare / HealthEIN 41-2016532
EXPERITY, INC
8777 VELOCITY DRIVE · MACHESNEY PARK, IL 61115
6052758075
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$723K
No prior year
Persons covered
544
No prior year
Total participants
557
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 |
|---|---|---|---|
| Other | $636K | 49.1% | |
| Stop-loss | $559K | 43.1% | |
| Vision | $48K | 3.7% | |
| Long-term disability | $38K | 3.0% | |
| Life | $15K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SLOth | $559K | 77.3% | 1 | 1 | 451 |
EIN 350472300 | LLTDOth | $116K | 16.0% | 1 | 6 | 544 |
EIN 200891619 | V | $48K | 6.7% | 1 | 1 | 418 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | ROANOKE, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TOKIO MARINE HCC | $0 | $36K | $36K | 100.0% | 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