Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 59-1348025
CARTERET MANAGEMENT CORPORATION
180 FOUNTAIN PARKWAY NORTH · ST. PETERSBURG, FL 33716
7275781174
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$118K
No prior year
Persons covered
77
No prior year
Total participants
161
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 |
|---|---|---|---|
| Life | $118K | 17.3% | |
| Other | $118K | 17.3% | |
| Dental | $112K | 16.3% | |
| Vision | $112K | 16.3% | |
| Short-term disability | $112K | 16.3% | |
| Long-term disability | $112K | 16.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | DVLSTDLTDOth | $112K | 94.3% | 1 | 1 | 52 |
EIN 362739571 | LOth | $7K | 5.7% | 1 | 1 | 77 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | UNIVERSITY PARK, FL | UNITEDHEALTHCARE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $53K | $353 | $53K | 91.9% | 1 |
| GIS BENEFITS INC | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $2K | $561 | $3K | 4.9% | 1 |
| HAYS COMPANIES, INC. | MILWAUKEE, WI | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $770 | $770 | 1.3% | 1 |
| BOON CHAPMAN BENEFIT ADMINISTRATORS | AUSTIN, TX | RELIANCE STANDARD LIFE INSURANCE COMPANY | $392 | $298 | $690 | 1.2% | 1 |
| MARK S METTILLE | MORRIS, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $392 | $0 | $392 | 0.7% | 1 |
History & trajectory
4 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