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Sponsor portfolioWelfare / HealthEIN 52-0505410
CALVIN B. TAYLOR BANKING COMPANY
24 NORTH MAIN STREET · BERLIN, MD 21811
4106411700
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$566K
No prior year
Persons covered
209
No prior year
Total participants
210
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 |
|---|---|---|---|
| Stop-loss | $431K | 75.0% | |
| Dental | $61K | 10.6% | |
| Short-term disability | $37K | 6.4% | |
| Long-term disability | $17K | 3.0% | |
| Vision | $12K | 2.0% | |
| Life | $8K | 1.5% | |
| Other | $8K | 1.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521996029 | SL | $322K | 56.8% | 1 | 1 | 0 |
EIN 221964315 | SL | $109K | 19.3% | 1 | 1 | 94 |
EIN 470322111 | LSTDLTDOth | $63K | 11.1% | 1 | 3 | 115 |
EIN 860307623 | D | $61K | 10.7% | 1 | 1 | 89 |
EIN 237089668 | V | $12K | 2.0% | 1 | 1 | 90 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY | $6K | $6K | $12K | 58.9% | 1 |
| KEEN INSURANCE ASSOCIATES | OCEAN CITY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $7K | $0 | $7K | 33.9% | 1 |
| CHRISTOPHER KEEN | OCEAN CITY, MD | VISION SERVICE PLAN | $803 | $0 | $803 | 3.9% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | VISION SERVICE PLAN | $689 | $0 | $689 | 3.3% | 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