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Sponsor portfolioWelfare / HealthEIN 56-1758296
GRUBB MANAGEMENT, LLC
4601 PARK ROAD · CHARLOTTE, NC 28209
7044055154
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
332
No prior year
Total participants
349
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 | $1.4M | 40.2% | |
| Prescription drug | $1.4M | 39.4% | |
| Other | $141K | 4.0% | |
| Dental | $121K | 3.4% | |
| Vision | $121K | 3.4% | |
| Life | $114K | 3.2% | |
| Short-term disability | $114K | 3.2% | |
| Long-term disability | $114K | 3.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDVOth | $1.5M | 92.9% | 1 | 5 | 263 |
EIN 731016728 | LSTDLTDOth | $114K | 6.9% | 1 | 2 | 332 |
EIN 161285790 | HOth | $4K | 0.3% | 1 | 1 | 332 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA SUPPLEMENTAL HEALTH SOLUTIONS | $22K | $59K | $81K | 76.2% | 1 |
| NFP INSURANCE SERVICES INC | — | CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $5K | $19K | $24K | 22.4% | 1 |
| WORTHAM SAN ANTONIO INC | — | LEGAL SHIELD | $862 | $0 | $862 | 0.8% | 1 |
| JENNY L T NELSON | — | LEGAL SHIELD | $599 | $0 | $599 | 0.6% | 1 |
| JEANETTE SCHAUB | — | LEGAL SHIELD | $25 | $0 | $25 | 0.0% | 1 |
| JORGE ALEJANDRO MONTEMAYOR | — | LEGAL SHIELD | $23 | $0 | $23 | 0.0% | 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