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Sponsor portfolioWelfare / HealthEIN 45-0609938
PORTMAN HOLDINGS, LLC
303 PEACHTREE CENTER AVENUE NE · ATLANTA, GA 30303
4046145082
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
536
No prior year
Total participants
123
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.5M | 29.6% | |
| Dental | $2.5M | 29.6% | |
| Prescription drug | $2.5M | 29.6% | |
| Long-term disability | $238K | 2.9% | |
| Life | $222K | 2.7% | |
| Short-term disability | $222K | 2.7% | |
| Other | $222K | 2.7% | |
| Vision | $11K | 0.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxD | $2.5M | 90.8% | 1 | 1 | 536 |
EIN 470322111 | LSTDLTDOth | $222K | 8.2% | 1 | 1 | 115 |
EIN 620331200 | LTD | $16K | 0.6% | 1 | 1 | 14 |
EIN 430949844 | V | $11K | 0.4% | 1 | 1 | 198 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | ATLANTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $87K | $93K | $180K | 99.0% | 1 |
| DANIEL J WISTED | ALPHARETTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $658 | $860 | $2K | 0.8% | 1 |
| DAVID HARRIS ASBURY | ATLANTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $94 | $0 | $94 | 0.1% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $75 | $0 | $75 | 0.0% | 1 |
| WILLIS TOWERS WATSON US LLC | ATLANTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $48 | $0 | $48 | 0.0% | 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