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Sponsor portfolioWelfare / HealthEIN 51-0553716
UPSTATE SENIOR LIVING, INC.
1500 TRAILHEAD COURT · GREENVILLE, SC 29617
8643713100
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
162
No prior year
Total participants
114
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 | $1.2M | 86.0% | |
| Dental | $46K | 3.3% | |
| Short-term disability | $44K | 3.1% | |
| Other | $40K | 2.9% | |
| Long-term disability | $34K | 2.4% | |
| Life | $23K | 1.6% | |
| Vision | $10K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 570768835 | HD | $1.2M | 90.8% | 1 | 2 | 112 |
EIN 470322111 | VLSTDLTDOth | $110K | 8.0% | 1 | 5 | 162 |
EIN 590781901 | Oth | $12K | 0.9% | 1 | 1 | 17 |
EIN 341650967 | Oth | $5K | 0.4% | 1 | 1 | 24 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROKER NOT PROVIDED | — | BLUECHOICE HEALTHPLAN | $39K | $0 | $39K | 56.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENVILLE, SC | AMERICAN HERITAGE LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | $10K | $28K | 40.4% | 1 |
| MJ INSURANCE | — | METLIFE LEGAL PLANS | $2K | $0 | $2K | 2.8% | 1 |
History & trajectory
8 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