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Sponsor portfolioWelfare / HealthEIN 57-1044820
OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C.
50 INTERNATIONAL DRIVE PATEWOOD IV · GREENVILLE, SC 29615
8642411900
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
3,461
No prior year
Total participants
2,426
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$6.3M
OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C. WELFARE BENEFITS PLAN
Fully insured3,461 covered·6 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$1.7M
OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C. LONG TERM DISABILITY INSURANCE PLAN
Fully insured1,930 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$1.0M
OGLETREE, DEAKINS, NASH, SMOAK & STEWART GROUP TERM LIFE INSURANCE PLAN
Fully insured1,930 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$0
OGLETREE, DEAKINS, NASH, SMOAK & STEWART P.C. FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.9M | 28.4% | |
| Life | $3.4M | 24.6% | |
| Long-term disability | $3.0M | 22.0% | |
| Dental | $1.6M | 11.9% | |
| Vision | $794K | 5.8% | |
| Health | $496K | 3.6% | |
| Prescription drug | $491K | 3.6% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $3.4M | 53.4% | 1 | 2 | 2,293 |
EIN 430908349 | D | $1.6M | 25.9% | 1 | 1 | 3,461 |
EIN 570514130 | Oth | $519K | 8.2% | 1 | 1 | 965 |
EIN 630103830 | HRxV | $491K | 7.7% | 1 | 1 | 77 |
EIN 061227840 | V | $303K | 4.8% | 1 | 1 | 1,674 |
EIN 591031071 | H | $6K | 0.1% | 1 | 1 | 1 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA, CONTINENTAL AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN | $255K | $49K | $304K | 100.0% | 1 |
| CHARLES B MILLER | MARIETTA, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | $0 | $2 | 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