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Sponsor portfolioWelfare / HealthEIN 62-0608217
LEE-SMITH, INC.
2600 EIGHTH AVENUE · CHATTANOOGA, TN 37407
4236224161
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$772K
No prior year
Persons covered
143
No prior year
Total participants
130
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 | $624K | 63.1% | |
| Other | $105K | 10.6% | |
| Life | $72K | 7.3% | |
| Short-term disability | $72K | 7.3% | |
| Long-term disability | $72K | 7.3% | |
| Dental | $37K | 3.7% | |
| Vision | $7K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $624K | 80.8% | 1 | 1 | 130 |
EIN 470322111 | LSTDLTDOth | $72K | 9.3% | 1 | 1 | 94 |
EIN 620812197 | DV | $44K | 5.6% | 1 | 2 | 143 |
EIN 590781901 | Oth | $33K | 4.3% | 1 | 1 | 44 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | CHATTANOOGA, TN | UNITED HEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE, AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8K | $30K | $38K | 60.8% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | KNOXVILLE, TN | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $7K | $16K | 25.3% | 1 |
| JAMES A SCOTT & SON INC | LYNCHBURG, VA | UNITED HEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE | $2K | $3K | $5K | 7.6% | 1 |
| LOCKTON COMPANIES, LLC | NEW YORK, NY | DELTA DENTAL OF TENNESSEE | $4K | $0 | $4K | 5.9% | 1 |
| BROWN & BROWN INSURANCE SERVICES | BRENTWOOD, TN | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $142 | $0 | $142 | 0.2% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $130 | $0 | $130 | 0.2% | 1 |
History & trajectory
11 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