Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 53-0186287
JOSEPH SMITH AND SONS INC.
2001 KENNILWORTH AVENUE · CAPITOL HEIGHTS, MD 20743
3017731266
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$259K
No prior year
Persons covered
280
No prior year
Total participants
420
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 | $192K | 27.8% | |
| Life | $157K | 22.8% | |
| Dental | $143K | 20.8% | |
| Vision | $143K | 20.8% | |
| Long-term disability | $54K | 7.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLOth | $143K | 55.2% | 1 | 1 | 280 |
EIN 590781901 | LOth | $62K | 23.9% | 1 | 5 | 51 |
EIN 420127290 | LTD | $54K | 20.9% | 1 | 1 | 140 |
Broker overview
12 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | ROCKVILLE, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $2K | $13K | 59.5% | 1 |
| WADE F KAUFFMAN | GLEN BURNIE, MD | PRINCIPAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 20.3% | 1 |
| GEORGE A TROCKI | SHREWSBURY, PA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | $0 | $3K | 12.0% | 1 |
| TROCKI BENEFIT GROUP INC | SPARKS, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $483 | $0 | $483 | 2.1% | 1 |
| ROBERT L SONKEN | DARNESTOWN, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $468 | $0 | $468 | 2.1% | 1 |
| MATTHEW D DIPASQUALE | BALTIMORE, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $388 | $0 | $388 | 1.7% | 1 |
| DONNA GELHARD | BALTIMORE, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $248 | $0 | $248 | 1.1% | 1 |
| CRYSTAL HIPPS | COLUMBIA, PA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $228 | $0 | $228 | 1.0% | 1 |
| CRAIG M NICKEL | SPARKS, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $26 | $0 | $26 | 0.1% | 1 |
| AMY JO SHANAMAN | STRAUSSTOWN, PA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | $0 | $12 | 0.1% | 1 |
| DONALD MCCOURT COWAN | GAITERSBURG, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| DAVID BOWEN | GLEN BURNIE, MD | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
History & trajectory
10 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