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Sponsor portfolioWelfare / HealthEIN 46-4489444
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES
360 KINGSLEY PARK DRIVE · FORT MILL, SC 29715
7048168015
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$554K
No prior year
Persons covered
389
No prior year
Total participants
0
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 |
|---|---|---|---|
| Other | $358K | 24.9% | |
| Life | $333K | 23.1% | |
| Short-term disability | $276K | 19.2% | |
| Long-term disability | $276K | 19.2% | |
| Dental | $168K | 11.7% | |
| Vision | $27K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LSTDLTDOth | $358K | 64.7% | 1 | 5 | 195 |
EIN 561018068 | D | $168K | 30.4% | 1 | 1 | 389 |
EIN 061227840 | V | $27K | 5.0% | 1 | 1 | 168 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | VISION SERVICE PLAN, UNUM INSURANCE COMPANY, DELTA DENTAL OF NORTH CAROLINA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $22K | $3K | $25K | 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