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Sponsor portfolioWelfare / HealthEIN 58-2442769

M3 ACCOUNTING SERVICES, INC.

1757 N BROWN ROAD · LAWRENCEVILLE, GA 30043
7705313725
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
552
No prior year
Total participants
230
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #515$1.4M
M3 ACCOUNTING SERVICES, INC WRAP PLAN
Mixed552 covered·6 carriers
Primary: ZURICH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$785K46.1%
Dental$279K16.4%
Vision$279K16.4%
Other$186K10.9%
Long-term disability$72K4.2%
Life$70K4.1%
Short-term disability$33K1.9%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
SL
$785K57.9%11244
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$279K20.6%11552
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$216K15.9%16288
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$41K3.0%11238
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LTD
$18K1.3%119
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$16K1.2%1176

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BURNETTE INSURANCE AGENCYSUWANEE, GARELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., METROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY$58K$0$58K35.6%1
CORPORATE HEALTHCARE FIANANCING, INJASPER, GAZURICH AMERICAN INSURANCE COMPANY$35K$0$35K21.6%1
CCHI RE, LLCOAKLAND, CAZURICH AMERICAN INSURANCE COMPANY$0$35K$35K21.6%1
STEPHAN SCEROLERMADISONVILLE, LARELIANCE STANDARD LIFE INSURANCE COMPANY$11K$526$12K7.1%1
GIS BENEFITS INCMORRIS, ILRELIANCE STANDARD LIFE INSURANCE COMPANY$8K$1K$9K5.5%1
AON CONSULTING INCALBUQUERQUE, NMRELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K5.5%1
FORESTER BENEFITS MANAGEMENT LLCKNOXVILLE, TNRELIANCE STANDARD LIFE INSURANCE COMPANY$3K$390$3K1.9%1
THE CASON GROUP INCCOLUMBIA, SCPRINCIPAL LIFE INSURANCE COMPANY$2K$0$2K1.1%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
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