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Sponsor portfolioWelfare / HealthEIN 46-1996256
PLANET EQUITY GROUP, LLC
24651 CENTER RIDGE ROAD · WESTLAKE, OH 44145
8888452539
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,170
No prior year
Total participants
678
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$6.2M
PLANET EQUITY GROUP, LLC HEALTH BENEFITS PLAN
Fully insured1,120 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$1.3M
PLANET EQUITY GROUP, LLC WELFARE BENEFITS PLAN
Mixed1,170 covered·5 carriers
Primary: WELLPOINT
Plan #502$558K
PLANET EQUITY GROUP, LLC LIFE & DISABILITY PLAN
Fully insured872 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $774K | 60.0% | |
| Other | $133K | 10.3% | |
| Long-term disability | $117K | 9.1% | |
| Life | $102K | 7.9% | |
| Short-term disability | $96K | 7.5% | |
| Vision | $66K | 5.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350980405 | SL | $774K | 60.0% | 1 | 1 | 636 |
EIN 350472300 | LSTDLTDOth | $426K | 33.1% | 1 | 6 | 676 |
EIN 362739571 | V | $66K | 5.1% | 1 | 1 | 1,170 |
EIN 341650967 | Oth | $18K | 1.4% | 1 | 1 | 69 |
EIN 362136262 | L | $5K | 0.4% | 1 | 1 | 12 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | WHITE PLAINS, NY | UNITEDHEALTHCARE INSURANCE COMPANY, METLIFE LEGAL PLANS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMBINED INSURANCE | $58K | $12K | $71K | 99.9% | 1 |
| BRANDON PENKO | — | COMBINED INSURANCE | $69 | $0 | $69 | 0.1% | 1 |
| RUSSELL J CARPENTIERI | — | COMBINED INSURANCE | $22 | $0 | $22 | 0.0% | 1 |
| CHRIS GUZEWICH | — | COMBINED INSURANCE | $8 | $0 | $8 | 0.0% | 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