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Sponsor portfolioWelfare / HealthEIN 61-1392032
STOCKTON MORTGAGE CORPORATION
88 C. MICHAEL DAVENPORT BLVD · FRANKFORT, KY 40601
5022271100
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
548
No prior year
Total participants
358
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 |
|---|---|---|---|
| Other | $3.4M | 20.3% | |
| Health | $3.1M | 18.9% | |
| Dental | $3.1M | 18.9% | |
| Vision | $3.1M | 18.9% | |
| Prescription drug | $3.1M | 18.9% | |
| Life | $225K | 1.4% | |
| Short-term disability | $225K | 1.4% | |
| Long-term disability | $225K | 1.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 611237516 | HRxDVOth | $3.1M | 93.3% | 1 | 1 | 548 |
EIN 060838648 | LSTDLTDOth | $225K | 6.7% | 1 | 1 | 358 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACCRETIVE WHOLESALE INSURANCE SERVI | LOUISVILLE, KY | ANTHEM HEALTH PLANS OF KY, INC. | $208K | $15K | $223K | 83.2% | 1 |
| SYNERGY CORPORATE SERVICES, INC. | ATLANTA, GA | HARTFORD LIFE AND ACCIDENT | $34K | $0 | $34K | 12.6% | 1 |
| UPG AGENCY, LLC | MOUNT PLEASANT, SC | HARTFORD LIFE AND ACCIDENT | $11K | $0 | $11K | 4.2% | 1 |
History & trajectory
8 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