Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 52-1264167
WILKINSON BARKER KNAUER, LLP
1800 M ST NW SUITE 800N · WASHINGTON, DC 20036
2027834141
- Plans filed
- 4
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$349K
No prior year
Persons covered
407
No prior year
Total participants
407
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$246K
GROUP LTD PLAN
Fully insured118 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$87K
GROUP LIFE/AD&D PLAN
Fully insured118 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$12K
GROUP SHORT TERM DISABILITY PLAN
Fully insured53 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #507$3K
GROUP EAP PLAN
Fully insured118 covered·1 carrier
Primary: JANUS ASSOCIATES, INC. DBA BHS
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $246K | 56.4% | |
| Other | $91K | 20.8% | |
| Life | $87K | 20.0% | |
| Short-term disability | $12K | 2.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $271K | 77.5% | 3 | 3 | 289 |
EIN 620331200 | LTD | $75K | 21.6% | 1 | 3 | 31 |
EIN 521306404 | Oth | $3K | 0.9% | 1 | 1 | 118 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $34K | $10K | $44K | 100.0% | 3 |
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