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Sponsor portfolioWelfare / HealthEIN 63-0727781

WHATLEY HEALTH SERVICES, INC.

2731 MARTIN LUTHER KING JR BLVD · TUSCALOOSA, AL 354015235
2056146135
Plans filed
1
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
158
No prior year
Total participants
124
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
WHATLEY HEALTH SERVICES WELFARE BENEFIT PLAN
Fully insured158 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.1M24.7%
Health$1.0M23.4%
Dental$1.0M23.4%
Prescription drug$1.0M23.4%
Short-term disability$70K1.6%
Life$57K1.3%
Vision$55K1.2%
Long-term disability$49K1.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxDOth
$1.0M92.4%11122
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
VLSTDLTDOth
$49K4.3%11158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
VLSTDOth
$38K3.3%14120

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCTAMPA, FLPRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$12K$0$12K100.0%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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