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Sponsor portfolioWelfare / HealthEIN 57-0835835
BONITZ, INC.
4539 ENTERPRISE DRIVE NORTHWEST · CONCORD, NC 28027
7042626400
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
383
No prior year
Total participants
385
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$1.0M
BONITZ, INC. EMPLOYEE BENEFIT PLAN
Mixed383 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #505$119K
BONITZ, INC. DISABILITY PLAN
Fully insured401 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$50K
BONITZ, INC. GROUP LIFE
Fully insured368 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$0
BONITZ, INC. GROUP DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $641K | 18.3% | |
| Dental | $626K | 17.9% | |
| Vision | $626K | 17.9% | |
| Life | $626K | 17.9% | |
| Long-term disability | $626K | 17.9% | |
| Stop-loss | $361K | 10.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLLTDOth | $626K | 62.5% | 1 | 1 | 383 |
EIN 916034263 | SL | $361K | 36.0% | 1 | 1 | 277 |
EIN 341650967 | Oth | $15K | 1.5% | 1 | 1 | 73 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | LYNCHBURG, VA | METLIFE LEGAL PLANS, SUN LIFE ASSURANCE COMPANY OF CANADA | $75K | $0 | $75K | 84.5% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | $0 | $9K | 10.6% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 4.9% | 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