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Sponsor portfolioWelfare / HealthEIN 62-1345197

CARTER-HASTON REAL ESTATE SERVICES, INC.

1005 17TH AVENUE SOUTH · NASHVILLE, TN 37212
6152799200
Plans filed
2
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
449
No prior year
Total participants
402
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$3.5M
CARTER-HASTON REAL ESTATE SERVICES, INC. EMPLOYEE BENEFITS PLAN
Fully insured449 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Plan #503$171K
CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN
Fully insured346 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.0M51.3%
Dental$480K8.1%
Vision$480K8.1%
Life$480K8.1%
Short-term disability$480K8.1%
Long-term disability$480K8.1%
Other$480K8.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
H
$3.0M86.3%11449
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$480K13.7%11393

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDNASHVILLE, TNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$61K$17K$78K42.9%1
AUSTIN MADISONNASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$55K$0$55K30.6%1
DOUGLAS ALLEN FREEMANNASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC.$44K$0$44K24.4%1
THE CASON GROUP INCCOLUMBIA, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K2.1%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
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