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Sponsor portfolioWelfare / HealthEIN 58-1478339
COPELAND, STAIR, VALZ & LOVELL, LLP
191 PEACHTREE ST NE · ATLANTA, GA 30303
4045228220
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$643K
No prior year
Persons covered
124
No prior year
Total participants
138
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$643K
COPELAND, STAIR, VALZ & LOVELL, LLP BENEFIT WELFARE PLAN
Mixed124 covered·2 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #503$130K
CARLOCK, COPELAND & STAIR, LLP INSURANCE PLAN, LIFE, AD&D,STD,LTD
Fully insured0 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #507$64K
CARLOCK, COPELAND & STAIR, LLP DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $411K | 22.8% | |
| Dental | $231K | 12.9% | |
| Vision | $231K | 12.9% | |
| Life | $231K | 12.9% | |
| Short-term disability | $231K | 12.9% | |
| Long-term disability | $231K | 12.9% | |
| Other | $231K | 12.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $411K | 64.0% | 1 | 1 | 98 |
EIN 135123390 | DVLSTDLTDOth | $231K | 36.0% | 1 | 1 | 124 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY | $30K | $3K | $34K | 100.0% | 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