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Sponsor portfolioWelfare / HealthEIN 46-1817426
OCT CONSULTING, LLC
8260 GREENSBORO DRIVE · MCLEAN, VA 22102
7036778413
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$187K
No prior year
Persons covered
131
No prior year
Total participants
137
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 | $187K | 16.7% | |
| Vision | $187K | 16.7% | |
| Life | $187K | 16.7% | |
| Short-term disability | $187K | 16.7% | |
| Long-term disability | $187K | 16.7% | |
| Other | $187K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DVLSTDLTDOth | $187K | 100.0% | 1 | 1 | 131 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FAIRFAX, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $25K | $3K | $28K | 70.4% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $12K | $12K | 29.6% | 1 |
History & trajectory
2 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