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Sponsor portfolioWelfare / HealthEIN 62-1766388

CLEARBROOK HOLDINGS CORP.

3212 WEST END AVE, SUITE 403 · NASHVILLE, TN 37203
6154255191
Plans filed
4
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$572K
No prior year
Persons covered
315
No prior year
Total participants
293
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$572K
CLEARBROOK HOLDINGS CORP. HEALTH AND WELFARE BENEFITS PLAN
Mixed315 covered·4 carriers
Primary: AFLAC
Plan #503$131K
XMI HOLDINGS, INC. DENTAL PLAN
Fully insured276 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$21K
XMI HOLDINGS, INC. VISION PLAN
Fully insured246 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$0
XMI HOLDINGS, INC. MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$436K49.6%
Life$117K13.3%
Dental$112K12.7%
Short-term disability$108K12.3%
Long-term disability$81K9.2%
Vision$24K2.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$306K53.6%116253
DELTA DENTAL OF CALIFORNIA
EIN 620812197
DV
$136K23.8%14315
AFLAC
EIN 822723296
Oth
$125K21.9%1178
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$4K0.8%114

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDNASHVILLE, TNUNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$58K$12K$70K73.4%1
ALAN W FOSTERNOLENSVILLE, TNAFLAC$14K$1K$15K16.3%1
AARON SPELZHAUSCOLUMBIA, TNAFLAC$3K$208$4K3.9%1
JOANNA GRACE MATHERLYARRINGTON, TNAFLAC$3K$56$3K2.9%1
JORDAN S SMITHCOLLEGE GROVE, TNAFLAC$2K$153$2K2.0%1
THW INSURANCE SERVICES LLCLEBANON, TNAFLAC$553$0$5530.6%1
NICHOLAS MOOR WEISSFELDKNOXVILLE, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$293$153$4460.5%1
KATHY PERKINSCHRISTIANA, TNAFLAC$161$0$1610.2%1
DANIEL JAMES PERKINSBRENTWOOD, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$111$0$1110.1%1
DIGITAL INSURANCE LLCATLANTA, GACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$66$0$660.1%1
BENEFOUNDRY INCANTIOCH, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$43$18$610.1%1
KELLY J SIMMONSCHAPEL HILL, TNAFLAC$13$0$130.0%1
LYNN MARIE BARRYLANGHOME, PACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$6$0$60.0%1

History & trajectory

4 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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