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Sponsor portfolioWelfare / HealthEIN 56-0543261
MONTREAT COLLEGE
310 GAITHER CIRCLE · MONTREAT, NC 28757
8286698012
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
314
No prior year
Total participants
165
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 | $2.1M | 40.2% | |
| Prescription drug | $2.1M | 40.2% | |
| Dental | $206K | 3.9% | |
| Vision | $206K | 3.9% | |
| Life | $206K | 3.9% | |
| Long-term disability | $206K | 3.9% | |
| Other | $206K | 3.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRx | $2.1M | 91.1% | 1 | 1 | 314 |
EIN 420127290 | DVLLTDOth | $206K | 8.9% | 1 | 1 | 290 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DAVID SIMAS | CHARLOTTE, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $55K | $0 | $55K | 61.0% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $10K | $18K | 19.6% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | PRINCIPAL LIFE INSURANCE COMPANY | $16K | $2K | $18K | 19.4% | 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