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Sponsor portfolioWelfare / HealthEIN 46-1998308
ACCOUNTING RESEARCH & ANALYTICS, LLC
d/b/a CFRA
977 SEMINOLE TRAIL · CHARLOTTESVILLE, VA 22911
8002200502
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
180
No prior year
Total participants
123
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 | $1.9M | 24.6% | |
| Dental | $1.9M | 24.6% | |
| Vision | $1.9M | 24.6% | |
| Prescription drug | $1.9M | 24.6% | |
| Life | $56K | 0.7% | |
| Long-term disability | $31K | 0.4% | |
| Short-term disability | $22K | 0.3% | |
| Other | $11K | 0.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDV | $1.9M | 94.0% | 1 | 1 | 180 |
EIN 231503749 | LSTDLTDOth | $119K | 6.0% | 1 | 4 | 119 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | $80K | $100K | 96.6% | 1 |
| WEB BENEFITS DESIGN CORPORATION | ORLANDO, FL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $4K | $4K | 3.4% | 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