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Sponsor portfolioWelfare / HealthEIN 45-4084397

WARREN AVERETT COMPANIES LLC

2500 ACTON ROAD · BIRMINGHAM, AL 35243
2059794100
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$924K
No prior year
Persons covered
1,021
No prior year
Total participants
794
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$924K
WARREN AVERETT COMPANIES LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed1,021 covered·8 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #501$909K
WARREN AVERETT COMPANIES LLC CAFETERIA PLAN
Mixed1,131 covered·8 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$512K39.8%
Dental$315K24.5%
Long-term disability$244K19.0%
Short-term disability$106K8.3%
Vision$86K6.7%
Other$22K1.7%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$508K55.0%16675
BLUE CROSS OF CALIFORNIA
EIN 630103830
D
$315K34.1%111,021
VISION SERVICE PLAN
EIN 061227840
V
$86K9.3%11445
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$8K0.8%1211
AFLAC
EIN 822723296
Oth
$7K0.7%119
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$5650.1%112

Broker overview

30 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COBBS ALLEN & HALL INCBIRMINGHAM, ALLIFE INSURANCE COMPANY OF NORTH AMERICA$67K$0$67K82.9%1
PALOMAR INSURANCE CORPORATIONMONTGOMERY, ALVISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K10.8%1
GREGORY GRYSKA-SWEET & CRAWFORDATLANTA, GACOMBINED INSURANCE$2K$0$2K2.5%1
SWEET & CRAWFORD GROUP INC.ATLANTA, GACOMBINED INSURANCE$836$0$8361.0%1
ASSUREDPARTNERSATLANTA, GACOMBINED INSURANCE$710$0$7100.9%1
STERLING SEACREST PRITCHARD, INC.ATLANTA, GACOMBINED INSURANCE$450$0$4500.6%1
JOSEPH N HARRISBIRMINGHAM, ALAFLAC$263$0$2630.3%1
SAIC INCCOLUMBUS, GAAFLAC$152$0$1520.2%1
WAYNE RIMMERPENSACOLA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$150$0$1500.2%1
C DANIEL BORLANDSIDNEY, OHAFLAC$147$0$1470.2%1
BRIAN G MANNALEXANDER CITY, ALAFLAC$74$0$740.1%1
TIMOTHY G BURCH JRNORTHPORT, ALAFLAC$37$0$370.0%1
RONALD TERRY GILMORELEEDS, ALAFLAC$37$0$370.0%1
JOHN BRADY LAWSONNORTHPORT, ALAFLAC$30$0$300.0%1
RANDY PRESCOTTNORTHPORT, ALAFLAC$30$0$300.0%1
JAMES L STEADMANLINCOLIN, ALAFLAC$27$0$270.0%1
SCOTT J RUSSELLNORTHPORT, ALAFLAC$19$0$190.0%1
C & L REED ASSOCIATES LLCCHARLESTON, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
ERIN C TOMLINSONALBERTVILLE, ALAFLAC$17$0$170.0%1
LARRY E SHARPHUNTSVILLE, ALAFLAC$15$0$150.0%1
LEWIS K GATHRIGHT JRGOOCHLAND, VAAFLAC$14$0$140.0%1
D'ARCIPRETE & ASSOCIATES INCMONTGOMERY, ALCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
DEREK R MANNSALEM, ALAFLAC$9$0$90.0%1
KELLIE WELLSFAIRHOPE, ALCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
LOUIS CULLEN SMITHHERMITAGE, TNAFLAC$7$0$70.0%1
JOHN TODD LEEELLERSILE, GAAFLAC$5$0$50.0%1
BRIAN E HICKSTHOMPSONS STATION, TNAFLAC$4$0$40.0%1
LYNNE HUDGINS MOOREMONTGOMERY, ALAFLAC$2$0$20.0%1
STAN A SHERLINMONTGOMERY, ALAFLAC$2$0$20.0%1
JHON W AMOSMIDLAND, GAAFLAC$1$0$10.0%1

History & trajectory

10 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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