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Sponsor portfolioWelfare / HealthEIN 63-0691533

MONTGOMERY CARDIOVASCULAR ASSOCIATES, P.C.

273 WINTON BLOUNT LOOP · MONTGOMERY, AL 36117
3342801500
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$145K
No prior year
Persons covered
122
No prior year
Total participants
122
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$145K
MONTGOMERY CARDIOVASCULAR ASSOCIATES WELFARE BENEFITS PLAN
Fully insured122 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$145K25.0%
Short-term disability$145K25.0%
Long-term disability$145K25.0%
Other$145K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$145K100.0%11122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BRIAN M. KASARJIANMONTGOMERY, ALTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$20K$0$20K86.8%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$3K$3K13.2%1

History & trajectory

2 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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