Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 46-5653713
SUNLIGHT FINANCIAL, LLC
101 N TRYON STREET · CHARLOTTE, NC 28246
7043692628
- Plans filed
- 2
- Years active
- 2020–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
495
No prior year
Total participants
260
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 44.2% | |
| Prescription drug | $1.7M | 43.9% | |
| Dental | $146K | 3.7% | |
| Vision | $146K | 3.7% | |
| Life | $58K | 1.5% | |
| Other | $58K | 1.5% | |
| Long-term disability | $50K | 1.3% | |
| Short-term disability | $10K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRx | $1.7M | 88.3% | 1 | 1 | 240 |
EIN 470098400 | DV | $146K | 7.5% | 1 | 1 | 255 |
EIN 010278678 | HLSTDLTDOth | $81K | 4.2% | 1 | 5 | 115 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| G SCOTT COOKE | — | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $86K | $0 | $86K | 72.0% | 1 |
| NFP INSURANCE SERVICES INC | — | UNUM INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY | $25K | $5K | $30K | 25.2% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY | $0 | $3K | $3K | 2.8% | 1 |
History & trajectory
5 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