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Sponsor portfolioWelfare / HealthEIN 46-4640609

PREFERRED HOME SERVICES, LLC

4214 DOMINO AVENUE · NORTH CHARLESTON, SC 29405
8433808165
Plans filed
2
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$162K
No prior year
Persons covered
181
No prior year
Total participants
182
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #001$413K
PREFERRED HOME SERVICES, LLC
Fully insured185 covered·2 carriers
Primary: HEALTH PLANS, INC. (HPI)
Plan #502$162K
PREFERRED HOME SERVICES HEALTH & WELFARE BENEFITS PLAN
Fully insured181 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$162K14.3%
Dental$162K14.3%
Vision$162K14.3%
Life$162K14.3%
Short-term disability$162K14.3%
Long-term disability$162K14.3%
Other$162K14.3%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
HDVLSTDLTDOth
$162K100.0%11181

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VERO ADVISINGCHARLESTON, SCEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$19K$4K$23K78.2%1
THE BALDWIN GROUP WEST LLCMOUNT AIRY, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K20.1%1
EB SUBJECT MATTER EXPERTS LLCMOUNT AIRY, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$493$0$4931.7%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
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