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Sponsor portfolioWelfare / HealthEIN 55-0282458

SPILMAN THOMAS & BATTLE, PLLC

300 KANAWHA BLVD. EAST · CHARLESTON, WV 253210273
3043403800
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
248
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
SPILMAN THOMAS & BATTLE, PLLC WELFARE PLAN
Mixed248 covered·3 carriers
Primary: HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M90.6%
Long-term disability$125K4.5%
Life$87K3.2%
Other$23K0.8%
Vision$12K0.4%
Dental$12K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 550624615
H
$2.5M91.4%11248
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
VLLTDOth
$224K8.2%14213
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$12K0.4%11162

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ADAM OKUNWOODMERE, NYHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA$19K$0$19K37.5%1
EDGEWOOD PARTNERS INSURANCE CENTERNEW YORK, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$11K$4K$16K31.7%1
PAUL WHITECHARLESTON, WVHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA$8K$0$8K16.8%1
ASSUREDPARTNERSCHARLESTON, WVTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$6K$173$6K12.7%1
EDGWOOD PARTNERS INSURANCE CENTERMELVILLE, NYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$661$0$6611.3%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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