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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $785K | 46.1% | |
| Dental | $279K | 16.4% | |
| Vision | $279K | 16.4% | |
| Other | $186K | 10.9% | |
| Long-term disability | $72K | 4.2% | |
| Life | $70K | 4.1% | |
| Short-term disability | $33K | 1.9% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 364233459 | SL | $785K | 57.9% | 1 | 1 | 244 |
EIN 066033492 | DV | $279K | 20.6% | 1 | 1 | 552 |
EIN 360883760 | LSTDLTDOth | $216K | 15.9% | 1 | 6 | 288 |
EIN 010278678 | Oth | $41K | 3.0% | 1 | 1 | 238 |
EIN 420127290 | LTD | $18K | 1.3% | 1 | 1 | 9 |
EIN 222342710 | Oth | $16K | 1.2% | 1 | 1 | 76 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BURNETTE INSURANCE AGENCY | SUWANEE, GA | RELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., METROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY | $58K | $0 | $58K | 35.6% | 1 |
| CORPORATE HEALTHCARE FIANANCING, IN | JASPER, GA | ZURICH AMERICAN INSURANCE COMPANY | $35K | $0 | $35K | 21.6% | 1 |
| CCHI RE, LLC | OAKLAND, CA | ZURICH AMERICAN INSURANCE COMPANY | $0 | $35K | $35K | 21.6% | 1 |
| STEPHAN SCEROLER | MADISONVILLE, LA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $11K | $526 | $12K | 7.1% | 1 |
| GIS BENEFITS INC | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $1K | $9K | 5.5% | 1 |
| AON CONSULTING INC | ALBUQUERQUE, NM | RELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 5.5% | 1 |
| FORESTER BENEFITS MANAGEMENT LLC | KNOXVILLE, TN | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | $390 | $3K | 1.9% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | PRINCIPAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.1% | 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