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Sponsor portfolioWelfare / HealthEIN 61-0148890
CALDWELL TANKS, INC & PRELOAD, LLC
d/b/a CALDWELL TANKS, INC. - LOUISVILLE, KY
PO BOX 35770 · LOUISVILLE, KY 40232
5029643361
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$540K
No prior year
Persons covered
558
No prior year
Total participants
558
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$540K
CALDWELL TANKS, INC. /PRELOAD, LLC WELFARE BENEFIT PLAN
Mixed558 covered·3 carriers
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #504$63K
CALDWELL TANKS, INC. GROUP LIFE AND ADD PLAN
Fully insured384 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$39K
CALDWELL TANKS, INC.
Mixed101 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $327K | 20.2% | |
| Life | $290K | 17.9% | |
| Short-term disability | $290K | 17.9% | |
| Long-term disability | $290K | 17.9% | |
| Dental | $213K | 13.1% | |
| Vision | $213K | 13.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860222062 | LSTDLTDOth | $290K | 53.8% | 1 | 1 | 558 |
EIN 362739571 | DV | $213K | 39.4% | 1 | 1 | 312 |
EIN 362739571 | Oth | $37K | 6.9% | 1 | 1 | 313 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | UNITEDHEALTHCARE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $65K | $0 | $65K | 100.0% | 1 |
| STERLING G THOMPSON COMPANY LLC | LOUISVILLE, KY | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | -$3 | $0 | -$3 | -0.0% | 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