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Sponsor portfolioWelfare / HealthEIN 41-2181683

FIRST STATE MORTGAGE SERVICES, LLC

502 NORTH HERSHEY ROAD · BLOOMINGTON, IL 61704
3096647038
Plans filed
1
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$976K
No prior year
Persons covered
95
No prior year
Total participants
79
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$976K
FIRST STATE MORTGAGE SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully insured95 covered·5 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$848K84.7%
Dental$41K4.1%
Other$29K2.9%
Long-term disability$29K2.9%
Life$25K2.5%
Short-term disability$20K2.0%
Vision$9K0.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$848K86.8%1195
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$74K7.6%1471
DELTA DENTAL OF CALIFORNIA
EIN 362612058
D
$41K4.2%1151
VISION SERVICE PLAN
EIN 200891619
V
$9K0.9%1146
AFLAC
EIN 822723296
Oth
$4K0.4%116

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFIT PLANNING ASSOCIATES—BLUECROSS BLUESHIELD OF ILLINOIS$34K$0$34K68.3%1
HUB INTERNATIONAL MIDWEST LIMITEDBLOOMINGTON, ILVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS, DELTA DENTAL OF ILLINOIS$14K$2K$15K30.9%1
PATRICIA M TOWNSENDMORTON, ILAFLAC$118$0$1180.2%1
TERRANCE M BRENNANCHATHAM, ILAFLAC$62$0$620.1%1
JOSHUA K HOPPEFERNANDINA BEACH, FLAFLAC$57$0$570.1%1
MICHAEL D AISSENROSWELL, GAAFLAC$52$0$520.1%1
MARK L RHODESPEORIA, ILAFLAC$46$0$460.1%1
L EDWARD LANTMANPEORIA, ILAFLAC$31$0$310.1%1
LORI A WALLACEPEORIA, ILAFLAC$26$0$260.1%1
GARY W WARE JRCHAMPAIGN, ILAFLAC$8$0$80.0%1
MICHAEL A ORTIZELGIN, ILAFLAC$8$0$80.0%1
BRIAN R KIMMELLAKE ST LOUIS, MOAFLAC$3$0$30.0%1
TODD DEVOSSCHICAGO, ILAFLAC$3$0$30.0%1
TERRY J SILVERSFLAT ROCK, NCAFLAC$2$0$20.0%1
CHRISTIE MARZARIPEARL, MSAFLAC$1$0$10.0%1
GEORGE P OWENSMT ZION, ILAFLAC$1$0$10.0%1
HANA M MUELLERSTANFORD, ILAFLAC$1$0$10.0%1

History & trajectory

8 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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