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Sponsor portfolioWelfare / HealthEIN 56-1093722
ORTHOCAROLINA P.A.
4601 PARK ROAD, SUITE 250 · CHARLOTTE, NC 28209
7043232032
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$3.3M
No prior year
Persons covered
2,583
No prior year
Total participants
1,607
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 | $1.8M | 21.9% | |
| Life | $1.7M | 20.3% | |
| Short-term disability | $1.7M | 20.3% | |
| Long-term disability | $1.7M | 20.3% | |
| Dental | $1.2M | 14.0% | |
| Vision | $271K | 3.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $1.8M | 54.9% | 1 | 2 | 1,574 |
EIN 561018068 | D | $1.2M | 35.7% | 1 | 1 | 2,583 |
EIN 061227840 | V | $143K | 4.4% | 1 | 1 | 388 |
EIN 562109225 | V | $128K | 3.9% | 1 | 1 | 1,359 |
EIN 363739783 | Oth | $35K | 1.1% | 1 | 1 | 1,789 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PHILLIP PORTER GOODRUM | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $31K | $0 | $31K | 45.8% | 1 |
| IBENEFIT COMMUNICATION LLC | CHARLOTTE, NC | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $18K | $3K | $21K | 31.9% | 1 |
| USI INSURANCE SERVICES LLC | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $4K | $15K | 22.2% | 1 |
History & trajectory
6 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