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Sponsor portfolioWelfare / HealthEIN 54-2104343
SMART SOURCE LLC
515 NORTH FLAGLER DRIVE · WEST PALM BEACH, FL 33401
8002325004
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.9M
No prior year
Persons covered
260
No prior year
Total participants
194
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 |
|---|---|---|---|
| Health | $4.8M | 34.0% | |
| Dental | $4.5M | 32.2% | |
| Vision | $4.5M | 32.2% | |
| Other | $72K | 0.5% | |
| Life | $68K | 0.5% | |
| Long-term disability | $54K | 0.4% | |
| Short-term disability | $28K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDV | $4.5M | 91.9% | 1 | 1 | 260 |
EIN 231503749 | LSTDLTDOth | $154K | 3.1% | 1 | 4 | 199 |
EIN 990040115 | H | $135K | 2.8% | 1 | 1 | 9 |
EIN 941340523 | H | $108K | 2.2% | 1 | 1 | 10 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | KAISER FOUNDATION HEALTH PLAN INC, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $15K | $126K | $142K | 54.9% | 1 |
| MCGRIFF INSURANCE SERVICES INC | ATLANTA, GA | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $26K | $90K | $116K | 45.1% | 1 |
History & trajectory
9 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