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Sponsor portfolioWelfare / HealthEIN 63-0366280

THE SAINT JAMES SCHOOL

d/b/a SAINT JAMES SCHOOL
6010 VAUGHN RD · MONTGOMERY, AL 361161202
3342733010
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$42K
No prior year
Persons covered
119
No prior year
Total participants
119
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$42K
SAINT JAMES SCHOOL TERM LIFE INSURANCE PLAN 2024
Fully insured119 covered·2 carriers
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$42K20.3%
Vision$41K19.9%
Life$41K19.9%
Long-term disability$41K19.9%
Other$41K19.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
VLSTDLTDOth
$41K97.9%11119
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STD
$8942.1%113

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESFORT WASHINGTON, PAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$6K$2K$8K67.5%1
GIS BENEFITS INCMORRIS, ILEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$4K$4K31.0%1
D'ARCIPRETE & ASSOCIATES INCMONTGOMERY, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$144$0$1441.3%1
BARDEN AND ASSOCIATES LLCDADEVILLE, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$14$4$180.2%1
PJ SKELTON LLCLAKEWOOD RANCH, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2$1$30.0%1
STACIA ROBINSONMONTGOMERY, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$3$0$30.0%1

History & trajectory

8 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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