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Sponsor portfolioWelfare / HealthEIN 62-0460703

WM. S. TRIMBLE CO., INC.

2200 ATCHLEY ST · KNOXVILLE, TN 379201704
8655731911
Plans filed
1
Years active
2015–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
210
No prior year
Total participants
210
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
WILLIAM S. TRIMBLE CO., INC. WELFARE BENEFIT PLAN
Fully insured210 covered·6 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M62.2%
Life$200K11.4%
Dental$131K7.5%
Vision$131K7.5%
Other$71K4.0%
Short-term disability$66K3.8%
Long-term disability$60K3.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
H
$1.1M81.5%11147
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVL
$131K9.9%11167
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$56K4.2%13192
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTDOth
$41K3.1%1155
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$16K1.2%11210
ASSURITY LIFE INSURANCE COMPANY
EIN 381843471
Oth
$3K0.2%113

Broker overview

28 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENJAMIN KELLYKNOXVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$59K$0$59K73.2%1
CLYDE P. MCFADDENNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$8K$0$8K10.5%1
BENEFITS INCDICKSON, TNGUARDIAN$8K$0$8K10.0%1
NICHOLAS MOOR WEISSFELDKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$304$2K2.4%1
DANIEL JAMES PERKINSBRENTWOOD, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$769$0$7691.0%1
WILLIAM RICHARD KYZERHERMITAGE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$432$195$6270.8%1
BENEFOUNDRY INCANTIOCH, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$266$219$4850.6%1
ANITA D. CRAIGOOLTEWAH, TNASSURITY LIFE INSURANCE COMPANY$250$0$2500.3%1
JM TAMER & COKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$173$0$1730.2%1
THE ESTATE OF JOHN W. DUKESOOLTEWAH, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$142$0$1420.2%1
DALE L. STROTHER & ASSOCIATESJOHNSON CITY, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$126$0$1260.2%1
WHITTEN & ASSOCIATESFLORENCE, ALASSURITY LIFE INSURANCE COMPANY$125$0$1250.2%1
JULIA MICHELLE TAMERKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$117$0$1170.1%1
INSPIRED INCMOSCOW, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$48$0$480.1%1
VICTORIA L FLYNNCORRYTON, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$47$0$470.1%1
LYNN MARIE BARRYLANGHORNE, PACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$45$0$450.1%1
ALAN FRANCIS EBERHARTJACKSONVILLE, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$44$0$440.1%1
VICKIE E LEWISCAVE CITY, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$31$0$310.0%1
LVI BENEFITS SERVICES LLCCLARKSVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24$0$240.0%1
MARY DAUGHERTYROCKY TOP, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$22$0$220.0%1
BENJAMIN POMEROYRICHMOND, VACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
SUSAN FONTANA FLYNNKNOXVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
SHARON SIMPSON MCCLENDONPLANT CITY, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17$0$170.0%1
MARK CHRISTOPHER HOLLANDGERMANTOWN, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$0$60.0%1
DIANA R. PEVEARMOREHEAD CITY, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$0$60.0%1
SHEILA A SHELLGOODLETTSVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
ACCRETIVE GLOBAL INSURANCE SERVICESAPEX, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
MILTON FAULKRALEIGH, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%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
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