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Sponsor portfolioWelfare / HealthEIN 59-2392802
WHARTON-SMITH, INC.
750 MONROE ROAD · SANFORD, FL 32771
4073218410
- Plans filed
- 1
- Years active
- 2016–2026
- Industry
- NAICS 23
- Latest filing
- 2026
Total premiums (latest)
$1.5M
No prior year
Persons covered
982
No prior year
Total participants
986
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 |
|---|---|---|---|
| Other | $1.5M | 17.1% | |
| Dental | $1.5M | 16.6% | |
| Vision | $1.5M | 16.6% | |
| Life | $1.5M | 16.6% | |
| Short-term disability | $1.5M | 16.6% | |
| Long-term disability | $1.5M | 16.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DVLSTDLTDOth | $1.5M | 97.1% | 1 | 1 | 705 |
EIN 731016728 | Oth | $25K | 1.6% | 1 | 1 | 140 |
EIN 364233459 | Oth | $19K | 1.2% | 1 | 1 | 982 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MAITLAND, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $169K | $67K | $236K | 77.7% | 1 |
| BENEFITSCAPE | NATICK, MA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $62K | $62K | 20.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | ZURICH AMERICAN INSURANCE COMPANY | $3K | $947 | $4K | 1.2% | 1 |
| RONALD C TRULUCK | APOPKA, FL | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | $0 | $1K | 0.5% | 1 |
| CAROL PURDY FIELDS | NORMAN, OK | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $375 | $0 | $375 | 0.1% | 1 |
History & trajectory
11 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