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Sponsor portfolioWelfare / HealthEIN 58-2048957

W. G. YATES & SONS CONSTRUCTION COMPANY & AFFILIATED COMPANIES

104 GULLY AVENUE · PHILADELPHIA, MS 39350
6013895018
Plans filed
1
Years active
2015–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$4.5M
No prior year
Persons covered
2,956
No prior year
Total participants
1,740
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
W. G. YATES & SONS CONSTRUCTION COMPANY & AFFILIATED COMPANIES EMPLOYEE BENEFITS PLAN
Mixed2,956 covered·6 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.4M42.4%
Life$1.1M20.0%
Short-term disability$676K12.0%
Stop-loss$648K11.5%
Long-term disability$604K10.7%
Vision$190K3.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$2.4M53.4%141,725
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$1.2M26.0%18822
SIRIUS AMERICA INSURANCE COMPANY
EIN 132997499
SL
$648K14.4%111,304
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
V
$190K4.2%111,594
RECURO HEALTH, INC.
EIN 861571589
Oth
$78K1.7%112,956
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
Oth
$10K0.2%1214

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDMETAIRIE, LACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, RECURO HEALTH, INC, THE PAUL REVERE LIFE INSURANCE COMPANY$405K$144K$549K75.1%1
SEHC BENEFITS LLCRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$34K$7K$41K5.6%1
INSGROUP INCFLOWOOD, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$21K$4K$25K3.4%1
BROWN & BROWN INSURANCE SERVICESJACKSON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$18K$796$19K2.5%1
FRANK WOODWARD CRAIGRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$3K$10K$13K1.8%1
SECURITY INSURANCE AGENCY INCPHILADELPHIA, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$11K$0$11K1.6%1
ROBBINS RESEARCH AND PLANNING INCOXFORD, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$8K$4K$11K1.6%1
J MICHAEL NORRIS INCRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$8K$626$9K1.2%1
HOLLINGSWORTH BENEFITS SOLUTIONSRAYMOND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$6K$2K$9K1.2%1
SELERIX SYSTEMS INCMCKINNEY, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$0$5K$5K0.6%1
KATIE MULLINS WALDROPMENDENHALL, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$741$3K0.4%1
PARKERZ INSURANCE LLCVALDOSTA, GACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$0$3K0.4%1
MERRILL W SCHOENROCKCARMEL, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$802$2K0.3%1
STEVEN WELTON GREGORYOCEAN SPRINGS, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY$2K$112$2K0.3%1
FRANKIE GLEE WILLIAMSBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$413$2K0.3%1
THOMAS E GRAHAMOCEAN SPRINGS, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K0.2%1
MANUEL FUENTESBOERNE, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$934$250$1K0.2%1
EDWARD ALBERT GUY JRTALLAHASSEE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$99$1K0.2%1
SARA MULLINSMENDENHALL, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$14$1K0.2%1
SUZANNE R BROSEMERHAYES, VACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$104$1K0.2%1
YESENIA A SANCHEZCHICAGO, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$780$198$9780.1%1
LINDA CURLEYNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$877$0$8770.1%1
G BARILLEAUX & ASSOCIATES INCLAFAYETTE, LACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$838$21$8590.1%1
DON M BROOKSOXFORD, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$730$75$8050.1%1
VIRGINIA W LAVENDERCANTON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$444$304$7480.1%1
JAMES BRYAN ELLIOTTLENOIR, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$414$324$7380.1%1
JOHN BRADLEY SHACKELFORDVERNON, ALCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$683$38$7210.1%1
ROBERT G. RELPH AGENCY, INC.SAVANNAH, GACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$689$0$6890.1%1
GLENN W BRANTLEYSAVANNAH, GACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$644$0$6440.1%1
DAVID SPARKS PURVISOLIVE BRANCH, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$553$0$5530.1%1
BRAD DACUSCORDOVA, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$443$107$5500.1%1
J MICHEAL NORRIS INCRIDGELAND, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$436$34$4700.1%1
PHILLIPS BENEFITS CONSULTING INCMYRTLE BEACH, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$466$0$4660.1%1
RON ROSENSTEINEL PASO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$345$99$4440.1%1
AIKEN ENTERPRISES LLCHUDSON, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$379$62$4410.1%1
TIMOTHY J REEDBARRY, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$142$292$4340.1%1
BRIAN COHENAUSTIN, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$412$0$4120.1%1
ANGEL GABRIEL VELAZQUEZ-DIAZKISSIMMEE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$275$106$3810.1%1
BILLY MARK ROBERSONSAN ANTONIO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$361$9$3700.1%1
CARLA STINER REELKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$323$43$3660.1%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$219$135$3540.0%1
PATRICIA ANNE SPEEDENTERPRISE, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$347$0$3470.0%1
LELAND SCOTT BURKHARTLAWRENCE, KSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$323$8$3310.0%1
LORETTA PACKERMADISON, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$289$0$2890.0%1
WENDY ELIZABETH WESOLOWSKIPENSACOLA, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$266$17$2830.0%1
MARIA VERONICA JARQUECHICAGO, ILCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$227$51$2780.0%1
AMANDA K BERRYCAYCE, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$242$36$2780.0%1
GLENN M CARNIOLFOREST, VACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$272$0$2720.0%1
BENEFIT COMMUNICATION SPECIALISTSSAVANNAH, GACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$203$51$2540.0%1
ARTURO BANUELOSFOREST, VACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$191$44$2350.0%1

History & trajectory

10 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
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