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Sponsor portfolioWelfare / HealthEIN 58-0827782
OCONEE STATE BANK
41 NORTH MAIN STREET · WATKINSVILLE, GA 30677
7067696611
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$539K
No prior year
Persons covered
110
No prior year
Total participants
108
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 |
|---|---|---|---|
| Stop-loss | $363K | 53.3% | |
| Dental | $79K | 11.5% | |
| Vision | $79K | 11.5% | |
| Life | $58K | 8.5% | |
| Other | $58K | 8.5% | |
| Long-term disability | $24K | 3.5% | |
| Short-term disability | $22K | 3.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 202557329 | SL | $363K | 67.4% | 1 | 1 | 108 |
EIN 470322111 | LSTDLTDOth | $90K | 16.7% | 1 | 4 | 107 |
EIN 135123390 | DV | $79K | 14.6% | 1 | 1 | 110 |
EIN 570144607 | LSTDOth | $7K | 1.3% | 1 | 1 | 13 |
Broker overview
11 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| IMA, INC. | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18K | $5K | $23K | 98.1% | 1 |
| THE HORTON GROUP | WOODSTOCK, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $347 | $0 | $347 | 1.5% | 1 |
| R J K & ASSOCIATES INC | ATLANTA, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $28 | $0 | $28 | 0.1% | 1 |
| CINDY L WOOD | DAWSONVILLE, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $0 | $18 | 0.1% | 1 |
| DORIS M KERCHNER | MARIETTA, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | $0 | $12 | 0.1% | 1 |
| HARRINGTON CONSULTING | CANTON, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |
| KID INSURANCE BENEFITS INC | GAINESVILLE, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $1 | $7 | 0.0% | 1 |
| DW YOUNG AGENCY INC | STOCKBRIDGE, GA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| ANDREA MARIE TIERCE | PLACERVILLE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $1 | $5 | 0.0% | 1 |
| DANA MARIE MOWATT | TORRANCE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
| NORMAC SOLUTIONS INC | TOWNVILLE, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
Policy details
Latest year, by plan