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Sponsor portfolioWelfare / HealthEIN 54-0737372

PBMARES, LLP

701 TOWN CENTER DRIVE · NEWPORT NEWS, VA 23606
7575437453
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$619K
No prior year
Persons covered
230
No prior year
Total participants
167
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #520$619K
PBMARES GROUP WELFARE BENEFIT PLAN
Mixed230 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$560K20.0%
Life$553K19.8%
Dental$545K19.5%
Short-term disability$545K19.5%
Long-term disability$545K19.5%
Vision$51K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLSTDLTDOth
$545K88.0%11167
VISON SERVICE PLAN
EIN 237089668
V
$51K8.3%11230
METROPOLITAN LIFE INSURANCE COMPANY
EIN 541566589
Oth
$15K2.4%1160
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
L
$8K1.3%117

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, VISON SERVICE PLAN$115K$12K$127K67.6%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$32K$32K17.1%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$59$28K$28K14.7%1
MADELYN RENE PELCHATVIENNA, VACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K0.6%1
DAVID MARSHALLPORTSMOUTH, VACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$65$35$1000.1%1
BENEFITS COUNT INCRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$10$8$180.0%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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