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Sponsor portfolioWelfare / HealthEIN 61-0982551
SARGENT & GREENLEAF, INC.
1 SECURITY DRIVE · NICHOLASVILLE, KY 403562159
8598859411
- Plans filed
- 1
- Years active
- 2021–2024
- Industry
- NAICS 33
- Latest filing
- 2024
Total premiums (latest)
$625K
No prior year
Persons covered
193
No prior year
Total participants
173
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 | $488K | 40.5% | |
| Dental | $488K | 40.5% | |
| Other | $92K | 7.6% | |
| Life | $58K | 4.8% | |
| Long-term disability | $35K | 2.9% | |
| Short-term disability | $34K | 2.8% | |
| Vision | $10K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HD | $488K | 78.1% | 1 | 1 | 146 |
EIN 350472300 | LSTDLTDOth | $127K | 20.3% | 1 | 5 | 172 |
EIN 430949844 | V | $10K | 1.6% | 1 | 1 | 193 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | BOSTON, MA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURNCE COMPANY, EYEMED VISION CARE | $70K | $0 | $70K | 91.7% | 1 |
| GIS BENEFITS INC | MORRIS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $6K | $6K | 8.3% | 1 |
History & trajectory
4 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