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Sponsor portfolioWelfare / HealthEIN 52-1051946
WALLACE MONTGOMERY & ASSOCIATES, LLP
10150 YORK ROAD, SUITE 200 · HUNT VALLEY, MD 21030
4104949093
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$346K
No prior year
Persons covered
374
No prior year
Total participants
231
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 |
|---|---|---|---|
| Other | $178K | 20.7% | |
| Life | $172K | 20.0% | |
| Short-term disability | $172K | 20.0% | |
| Long-term disability | $172K | 20.0% | |
| Dental | $141K | 16.4% | |
| Vision | $26K | 3.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $172K | 49.7% | 1 | 1 | 231 |
EIN 860307623 | D | $141K | 40.8% | 1 | 1 | 374 |
EIN 381082080 | V | $26K | 7.6% | 1 | 1 | 196 |
EIN 521306404 | Oth | $6K | 1.8% | 1 | 1 | 189 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED CONCORDIA INSURANCE COMPANY | $0 | $3K | $3K | 100.0% | 1 |
History & trajectory
9 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