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Sponsor portfolioWelfare / HealthEIN 63-1171028

LONG-LEWIS OF THE SHOALS, INC.

201 SOUTH COURT STREET, SUITE 310 · FLORENCE, AL 35630
2563867800
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
825
No prior year
Total participants
896
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.1M
LONG-LEWIS OF THE SHOALS, INC. HEALTH AND WELFARE PLAN
Fully insured825 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.2M39.8%
Prescription drug$3.6M33.6%
Life$545K5.2%
Short-term disability$545K5.2%
Long-term disability$545K5.2%
Other$545K5.2%
Dental$311K2.9%
Vision$311K2.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRx
$3.6M70.1%11746
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
H
$656K13.0%11408
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$545K10.8%11825
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$311K6.1%11526

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPBIRMINGHAM, ALTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, ACE AMERICAN INSURANCE$122K$0$122K34.5%1
IMA, INC.BIRMINGHAM, ALHARTFORD LIFE AND ACCIDENT$87K$3K$90K25.5%1
COVENANT ADMINISTRATORS LLCDULUTH, GAACE AMERICAN INSURANCE$0$42K$42K11.9%1
LAKESHORE BENEFIT ALLIANCE LLCBIRMINGHAM, ALACE AMERICAN INSURANCE$42K$0$42K11.9%1
SURETY MARKETING & CONSULTINGNORTH CHARLESTON, SCACE AMERICAN INSURANCE$0$35K$35K9.9%1
RECURO HEALTH INCBRYAN, TXACE AMERICAN INSURANCE$10K$0$10K2.9%1
LBA SERVICE LLCBIRMINGHAM, ALACE AMERICAN INSURANCE$7K$0$7K2.0%1
BENEFITS FOR EVERYONEBIRMINGHAM, ALACE AMERICAN INSURANCE$5K$0$5K1.5%1

History & trajectory

10 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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