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Sponsor portfolioWelfare / HealthEIN 56-0529953
LEES-MCRAE LTD PLAN
P.O. BOX 128 · BANNER ELK, NC 286040128
8288988809
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$54K
No prior year
Persons covered
166
No prior year
Total participants
172
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $34K | 38.5% | |
| Other | $34K | 38.5% | |
| Long-term disability | $20K | 23.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LLTDOth | $54K | 100.0% | 1 | 2 | 166 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | MAITLAND, FL | STANDARD INSURANCE COMPANY | $5K | $0 | $5K | 100.0% | 1 |
History & trajectory
10 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