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Sponsor portfolioWelfare / HealthEIN 56-1782982
ROBERT E MASON AND ASSOCIATES, INC.
1726 N GRAHAM ST · CHARLOTTE, NC 28206
7043754464
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
330
No prior year
Total participants
328
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 | $4.1M | 60.0% | |
| Other | $903K | 13.3% | |
| Health | $722K | 10.6% | |
| Prescription drug | $722K | 10.6% | |
| Life | $163K | 2.4% | |
| Long-term disability | $163K | 2.4% | |
| Vision | $49K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxDOth | $4.1M | 94.7% | 1 | 2 | 286 |
EIN 381082080 | LLTDOth | $163K | 3.8% | 1 | 1 | 328 |
EIN 562109225 | V | $49K | 1.1% | 1 | 1 | 330 |
EIN 364233459 | Oth | $18K | 0.4% | 1 | 1 | 315 |
EIN 561560450 | $0 | 0.0% | 1 | 1 | 308 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GASTON H GAGE JR | CHARLOTTE, NC | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $228K | $0 | $228K | 89.5% | 1 |
| GAGE BENEFIT ADVISORS INC | CHARLOTTE, NC | COMMUNITY EYE CARE, ZURICH AMERICAN INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $18K | $0 | $18K | 7.2% | 1 |
| MCLAUGHLIN YOUNG EMPLOYEE SERVICES | CHARLOTTE, NC | MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC. | $0 | $8K | $8K | 3.3% | 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