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Sponsor portfolioWelfare / HealthEIN 52-2183096

BATES WHITE, LLC

2001 K STREET NORTHWEST · WASHINGTON, DC 20006
2024086110
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$515K
No prior year
Persons covered
557
No prior year
Total participants
382
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$515K
BATES WHITE, LLC EMPLOYEE BENEFITS PLAN
Mixed557 covered·4 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$204K34.8%
Other$151K25.7%
Life$146K24.8%
Vision$87K14.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$361K70.1%14378
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$87K16.8%11557
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$52K10.1%11259
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$15K3.0%11358

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCWASHINGTON, DCUNUM LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$14K$10K$24K100.0%1

History & trajectory

11 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
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