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Sponsor portfolioWelfare / HealthEIN 56-1346906
FINANCIAL INDEPENDENCE GROUP, LLC
19520 WEST CATAWBA AVENUE · CORNELIUS, NC 28031
8005271155
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$241K
No prior year
Persons covered
320
No prior year
Total participants
225
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 |
|---|---|---|---|
| Dental | $129K | 48.0% | |
| Other | $47K | 17.3% | |
| Short-term disability | $33K | 12.2% | |
| Life | $28K | 10.3% | |
| Long-term disability | $18K | 6.8% | |
| Vision | $14K | 5.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 561018068 | D | $129K | 53.5% | 1 | 1 | 320 |
EIN 231503749 | LSTDLTDOth | $82K | 34.1% | 1 | 4 | 224 |
EIN 430949844 | V | $14K | 5.9% | 1 | 1 | 186 |
EIN 591031071 | Oth | $12K | 5.0% | 1 | 2 | 46 |
EIN 271532190 | Oth | $3K | 1.4% | 1 | 1 | 37 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | RICHMOND, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF NORTH CAROLINA, FIDELITY SECURITY LIFE INSURANCE COMPANY | $27K | $0 | $27K | 87.2% | 1 |
| THREEFLOW | CHICAGO, IL | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.1% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $1K | $1K | 4.0% | 1 |
| SCOTT INSURANCE | — | 1-800MD, LLC | $1K | $0 | $1K | 3.7% | 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