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Sponsor portfolioWelfare / HealthEIN 54-0918408
FARRELL/BERGLUND COMPANIES
P.O. BOX 12608 · ROANOKE, VA 24027
5403441461
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$424K
No prior year
Persons covered
543
No prior year
Total participants
543
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 |
|---|---|---|---|
| Dental | $170K | 24.4% | |
| Vision | $170K | 24.4% | |
| Other | $149K | 21.3% | |
| Life | $103K | 14.7% | |
| Short-term disability | $57K | 8.1% | |
| Long-term disability | $49K | 7.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $254K | 59.9% | 1 | 5 | 180 |
EIN 470098400 | DV | $170K | 40.1% | 1 | 1 | 543 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | LEESBURG, VA | AMERITAS LIFE INSURANCE CORP., LINCOLN NATIONAL LIFE INSURANCE CO | $70K | $8K | $78K | 100.0% | 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