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Sponsor portfolioWelfare / HealthEIN 45-5450139
BIRGE & HELD ASSET MANAGEMENT, LLC
8902 NORTH MERIDIAN STREET · INDIANAPOLIS, IN 46260
3172182674
- Plans filed
- 1
- Years active
- 2019–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$218K
No prior year
Persons covered
366
No prior year
Total participants
563
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 |
|---|---|---|---|
| Dental | $188K | 37.9% | |
| Vision | $188K | 37.9% | |
| Life | $30K | 6.0% | |
| Short-term disability | $30K | 6.0% | |
| Long-term disability | $30K | 6.0% | |
| Other | $30K | 6.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DV | $188K | 86.3% | 1 | 1 | 366 |
EIN 910742147 | LSTDLTDOth | $30K | 13.7% | 1 | 1 | 240 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GIBSON INSURANCE AGENCY, INC. | PHOENIX, AZ | SYMETRA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $22K | $1K | $23K | 94.9% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | SYMETRA LIFE INSURANCE COMPANY | $0 | $1K | $1K | 5.1% | 1 |
History & trajectory
6 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