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Sponsor portfolioWelfare / HealthEIN 56-0491507
CARLTON GROUP, INC.
120 LANDMARK DRIVE · GREENSBORO, NC 27409
3364552839
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$210K
No prior year
Persons covered
144
No prior year
Total participants
145
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 | $194K | 21.7% | |
| Dental | $170K | 19.1% | |
| Life | $170K | 19.1% | |
| Short-term disability | $170K | 19.1% | |
| Long-term disability | $170K | 19.1% | |
| Vision | $16K | 1.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 440308260 | DLSTDLTDOth | $170K | 81.3% | 1 | 1 | 144 |
EIN 135123390 | Oth | $23K | 11.2% | 1 | 1 | 75 |
EIN 061227840 | V | $16K | 7.6% | 1 | 1 | 98 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALAN B OVERBEY | RALEIGH, NC | KC LIFE | $18K | $0 | $18K | 69.2% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | CHARLOTTE, NC | VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $7K | $1K | $8K | 30.8% | 1 |
History & trajectory
3 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