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Sponsor portfolioWelfare / HealthEIN 58-1515939
PINE LEAF INVESTMENTS, INC.
207 EIGHTH STREET · HELENA, GA 31037
2298686473
- Plans filed
- 2
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$212K
No prior year
Persons covered
102
No prior year
Total participants
106
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 |
|---|---|---|---|
| Other | $153K | 21.1% | |
| Life | $151K | 20.8% | |
| Short-term disability | $151K | 20.8% | |
| Long-term disability | $151K | 20.8% | |
| Dental | $59K | 8.2% | |
| Vision | $59K | 8.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $151K | 71.0% | 1 | 1 | 71 |
EIN 135123390 | DV | $59K | 27.9% | 1 | 1 | 102 |
EIN 043705970 | Oth | $2K | 1.0% | 1 | 1 | 77 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY, LLC | TACOMA, WA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $28K | $0 | $28K | 56.9% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | $9K | $15K | 31.5% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $3K | $3K | 5.2% | 1 |
| GCG FINANCIAL LLC | HELENA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 3.9% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $889 | $0 | $889 | 1.8% | 1 |
| UNKNOWN | HELENA, GA | TELADOC HEALTH, INC. | $333 | $0 | $333 | 0.7% | 1 |
History & trajectory
9 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