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Sponsor portfolioWelfare / HealthEIN 59-1753337
KERKERING, BARBERIO & CO.
1990 MAIN STREET, SUITE 801 · SARASOTA, FL 34236
9413654617
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.7M
No prior year
Persons covered
267
No prior year
Total participants
155
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 |
|---|---|---|---|
| Health | $1.6M | 24.9% | |
| Dental | $1.6M | 24.9% | |
| Vision | $1.6M | 24.9% | |
| Prescription drug | $1.6M | 24.9% | |
| Long-term disability | $16K | 0.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $1.6M | 99.0% | 1 | 2 | 267 |
EIN 010278678 | LTD | $16K | 1.0% | 1 | 1 | 151 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | GRAND RAPIDS, MI | UNITEDHEALTHCARE INSURANCE COMPANY | $16K | $77K | $93K | 97.5% | 1 |
| BENEFITS PLANNING CORP. | SARASOTA, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.5% | 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