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Sponsor portfolioWelfare / HealthEIN 56-1186105
SOUTHWOOD REALTY COMPANY
165 S. YORK STREET · GASTONIA, NC 28052
7048696024
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
430
No prior year
Total participants
331
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 | $2.7M | 32.7% | |
| Health | $2.6M | 31.1% | |
| Prescription drug | $2.6M | 31.1% | |
| Dental | $158K | 1.9% | |
| Life | $102K | 1.2% | |
| Short-term disability | $76K | 0.9% | |
| Long-term disability | $57K | 0.7% | |
| Vision | $31K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxOth | $2.6M | 84.8% | 1 | 1 | 430 |
EIN 350472300 | DLSTDLTDOth | $430K | 14.2% | 1 | 6 | 355 |
EIN 562109225 | V | $31K | 1.0% | 1 | 1 | 411 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMMUNITY EYE CARE, LLC | $56K | $0 | $56K | 92.5% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 7.5% | 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