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Sponsor portfolioWelfare / HealthEIN 56-1507131
TAX MANAGEMENT ASSOCIATES, INC.
5121 PARKWAY PLAZA BLVD · CHARLOTTE, NC 28217
7048147605
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
190
No prior year
Total participants
105
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 | $1.1M | 83.6% | |
| Dental | $76K | 5.6% | |
| Life | $53K | 3.9% | |
| Other | $39K | 2.9% | |
| Long-term disability | $26K | 1.9% | |
| Vision | $15K | 1.1% | |
| Short-term disability | $14K | 1.0% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.1M | 85.9% | 1 | 1 | 190 |
EIN 350472300 | LSTDLTDOth | $89K | 6.7% | 1 | 4 | 105 |
EIN 135123390 | D | $76K | 5.7% | 1 | 1 | 79 |
EIN 061227840 | V | $15K | 1.2% | 1 | 1 | 62 |
EIN 590781901 | LOth | $5K | 0.4% | 1 | 1 | 5 |
EIN 731016728 | Oth | $3K | 0.2% | 1 | 1 | 11 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | $7K | $30K | $36K | 77.0% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | VISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 18.1% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $174 | $2K | $2K | 4.1% | 1 |
| ANDY C. HESTER | WILMINGTON, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $111 | $0 | $111 | 0.2% | 1 |
| ERIC A RITTER | WILMINGTON, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $110 | $0 | $110 | 0.2% | 1 |
| R & R INSURANCE SERVICES INC | SHALLOTTE, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $86 | $0 | $86 | 0.2% | 1 |
| ANN MARIE COOPER | CAROLINA BEACH, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | $0 | $18 | 0.0% | 1 |
| DAVID R. CONNOR | WILMINGTON, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $11 | $0 | $11 | 0.0% | 1 |
| STEPHANIE PRICE | WILMINGTON, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 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