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Sponsor portfolioWelfare / HealthEIN 59-3317838
WAL-ROSE, INC.
2150 MARQUETTE AVENUE · SANFORD, FL 32773
4073289999
- Plans filed
- 2
- Years active
- 2019–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
318
No prior year
Total participants
236
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.1M | 31.9% | |
| Vision | $1.1M | 31.9% | |
| Health | $1.0M | 28.9% | |
| Life | $122K | 3.5% | |
| Short-term disability | $105K | 3.0% | |
| Other | $24K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $1.0M | 88.6% | 1 | 1 | 318 |
EIN 930242990 | DVLSTD | $105K | 9.3% | 1 | 1 | 218 |
EIN 381082080 | LOth | $17K | 1.5% | 1 | 1 | 8 |
EIN 620331200 | Oth | $7K | 0.6% | 1 | 1 | 20 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | WINTER PARK, FL | UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY | $30K | $55K | $85K | 94.0% | 1 |
| CORPORATE SYNERGIES GROUP LLC | CAMDEN, NJ | UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY | $3K | $0 | $3K | 3.5% | 1 |
| VISION HR AGENCY INC | DAYTONA BEACH, FL | STANDARD INSURANCE COMPANY | $2K | $0 | $2K | 2.3% | 1 |
| COOPER SIMS NELSON & MOSLEY INC | WINTER PARK, FL | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $89 | $0 | $89 | 0.1% | 1 |
History & trajectory
7 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