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Sponsor portfolioWelfare / HealthEIN 58-0967450
SMITH, GAMBRELL & RUSSELL, LLP
1105 WEST PEACHTREE STREET NE · ATLANTA, GA 30309
4048153500
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
706
No prior year
Total participants
515
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.3M | 22.6% | |
| Vision | $1.3M | 22.6% | |
| Other | $1.1M | 19.0% | |
| Life | $1.0M | 18.0% | |
| Long-term disability | $1.0M | 18.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 942649097 | DVOth | $1.3M | 56.6% | 1 | 3 | 706 |
EIN 131963496 | LLTDOth | $1.0M | 43.4% | 1 | 2 | 505 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | COLLEGE PARK, GA | LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $195K | $60K | $255K | 99.8% | 1 |
| EDGEWOOD PARTNERS INSURANCE CENTER | ALPHARETTA, GA | FEDERAL INSURANCE COMPANY | $472 | $25 | $497 | 0.2% | 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