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Sponsor portfolioWelfare / HealthEIN 47-5601296
ADVISOR HR PEO
8712 LINDHOLM DR. · HUNTERSVILLE, NC 28078
7046265960
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
737
No prior year
Total participants
202
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 | $2.3M | 69.2% | |
| Dental | $252K | 7.7% | |
| Vision | $252K | 7.7% | |
| Life | $252K | 7.7% | |
| Other | $252K | 7.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 570768835 | H | $2.3M | 90.0% | 1 | 1 | 315 |
EIN 135581829 | DVLOth | $252K | 10.0% | 1 | 1 | 737 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | WINSTON-SALEM, NC | BLUECHOICE HEALTHPLAN | $66K | $0 | $66K | 59.4% | 1 |
| ADVISOR HR INSURANCE SERVICES | HUNTERSVILLE, NC | METROPOLITAN LIFE INSURANCE COMPANY, BLUECHOICE HEALTHPLAN | $45K | $0 | $45K | 40.6% | 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