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Sponsor portfolioWelfare / HealthEIN 61-0710998
THE WELLS GROUP, LLC
611 WEST MAIN STREET · WEST LIBERTY, KY 41472
6067433485
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$585K
No prior year
Persons covered
327
No prior year
Total participants
328
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 | $300K | 17.0% | |
| Dental | $292K | 16.6% | |
| Vision | $292K | 16.6% | |
| Short-term disability | $292K | 16.6% | |
| Long-term disability | $292K | 16.6% | |
| Stop-loss | $285K | 16.2% | |
| Other | $8K | 0.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860222062 | DVLSTDLTD | $292K | 49.9% | 1 | 1 | 327 |
EIN 314156830 | SL | $285K | 48.7% | 1 | 1 | 282 |
EIN 570144607 | LOth | $8K | 1.4% | 1 | 1 | 17 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | CARMEL, IN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $22K | $0 | $22K | 98.7% | 1 |
| JEFFREY D HARNED | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $157 | $0 | $157 | 0.7% | 1 |
| MEGAN GOODMAN | NEW ALBANY, IN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $58 | $0 | $58 | 0.3% | 1 |
| BRIAN K TAYLOR | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $0 | $43 | 0.2% | 1 |
| WILLIAM JACK MITCHELL JR | NORTH PLATTE, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | $0 | $22 | 0.1% | 1 |
| AXEL H HALVARSON | LOUISVILLE, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | $0 | $14 | 0.1% | 1 |
| LISA GRAVES | FRANKFORT, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
History & trajectory
10 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