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Sponsor portfolioWelfare / HealthEIN 62-0291330

THE MALLORY GROUP

4294 SWINNEA RD · MEMPHIS, TN 381186620
9013679400
Plans filed
3
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$538K
No prior year
Persons covered
490
No prior year
Total participants
377
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #504$538K
THE MALLORY GROUP HEALTH AND WELFARE PLAN
Mixed490 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$0
THE MALLORY GROUP HRA PLAN
Self-funded0 covered·0 carriers
Plan #525$0
THE MALLORY GROUP HRA
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$317K18.9%
Life$305K18.2%
Short-term disability$305K18.2%
Long-term disability$305K18.2%
Dental$221K13.2%
Vision$221K13.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
LSTDLTDOth
$305K56.7%11437
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$221K41.0%11490
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$10K1.9%1114
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$2K0.4%1125

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FRENKEL BENEFITS LLCNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANY$23K$0$23K50.0%1
EDGEWOOD PARTNERS INSURANCE CENTERNEW YORK, NYAETNA LIFE INSURANCE CO., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$23K$157$23K49.3%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAHARTFORD LIFE AND ACCIDENT$289$36$3250.7%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
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