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Sponsor portfolioWelfare / HealthEIN 46-3883479
CASTLEROCK ASSET MANAGEMENT, LLC
401 CHURCH STREET · NASHVILLE, TN 37219
6156013345
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$927K
No prior year
Persons covered
139
No prior year
Total participants
103
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 | $743K | 37.4% | |
| Prescription drug | $743K | 37.4% | |
| Other | $98K | 4.9% | |
| Dental | $86K | 4.3% | |
| Vision | $86K | 4.3% | |
| Life | $78K | 3.9% | |
| Short-term disability | $78K | 3.9% | |
| Long-term disability | $78K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $743K | 80.1% | 1 | 1 | 139 |
EIN 591031071 | DVOth | $103K | 11.1% | 1 | 2 | 103 |
EIN 231503749 | LSTDLTDOth | $78K | 8.4% | 1 | 1 | 103 |
EIN 134256913 | Oth | $3K | 0.3% | 1 | 1 | 6 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | BRENTWOOD, TN | LIFE INSURANCE COMPANY OF NORTH AMERICA, LEGALPLANS, USA, UNITEDHEALTHCARE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $44K | $20K | $64K | 100.0% | 1 |
History & trajectory
7 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