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Sponsor portfolioWelfare / HealthEIN 45-4049154
WESLEY FINANCIAL GROUP
9009 CAROTHERS PARKWAY · FRANKLIN, TN 37067
8004254081
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$930K
No prior year
Persons covered
327
No prior year
Total participants
335
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 |
|---|---|---|---|
| Health | $545K | 25.0% | |
| Dental | $545K | 25.0% | |
| Vision | $545K | 25.0% | |
| Other | $199K | 9.1% | |
| Life | $156K | 7.2% | |
| Short-term disability | $149K | 6.8% | |
| Long-term disability | $38K | 1.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDVOth | $580K | 62.3% | 1 | 4 | 264 |
EIN 360883760 | LSTDLTDOth | $350K | 37.7% | 1 | 4 | 327 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALIUM LLC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $132K | $99 | $133K | 100.0% | 1 |
History & trajectory
3 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