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Sponsor portfolioWelfare / HealthEIN 54-1654903
PETERSON COMPANIES
4100 MONUMENT CORNER DRIVE · FAIRFAX, VA 22030
7032272000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$265K
No prior year
Persons covered
173
No prior year
Total participants
174
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 | $121K | 32.9% | |
| Life | $103K | 28.0% | |
| Long-term disability | $64K | 17.3% | |
| Short-term disability | $63K | 17.0% | |
| Vision | $17K | 4.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $229K | 86.6% | 1 | 4 | 173 |
EIN 541566589 | Oth | $18K | 6.8% | 1 | 1 | 80 |
EIN 237089668 | V | $17K | 6.6% | 1 | 1 | 101 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRIBRIDGE PARTNERS LLC | COLUMBIA, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $24K | $8K | $32K | 70.3% | 1 |
| THE BALDWIN GROUP WEST LLC | LEESBURG, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $4K | $7K | 14.5% | 1 |
| PRESENTLEAVE, LLC | MOUNT AIRY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 8.4% | 1 |
| EMPLOYEE BENEFIT SUBJECT MATTER EXP | MOUNT AIRY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 6.8% | 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