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Sponsor portfolioWelfare / HealthEIN 62-1821473
CUMBERLAND TRUST AND INVESTMENT COMPANY
40 BURTON HILLS · NASHVILLE, TN 37215
6157832559
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
242
No prior year
Total participants
139
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 | $1.4M | 70.6% | |
| Life | $106K | 5.5% | |
| Other | $106K | 5.5% | |
| Dental | $92K | 4.8% | |
| Vision | $92K | 4.8% | |
| Short-term disability | $83K | 4.4% | |
| Long-term disability | $83K | 4.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620427913 | H | $1.4M | 87.2% | 1 | 1 | 242 |
EIN 010278678 | LSTDLTDOth | $106K | 6.8% | 1 | 2 | 136 |
EIN 720977315 | DV | $92K | 6.0% | 1 | 1 | 123 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ROBERT A LEVY | NASHVILLE, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $71K | $0 | $71K | 64.5% | 1 |
| DIGITAL INSURANCE LLC | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $25K | $4K | $29K | 26.5% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY | $0 | $10K | $10K | 9.0% | 1 |
History & trajectory
7 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