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Sponsor portfolioWelfare / HealthEIN 63-6000720

UNIVERSITY OF MONTEVALLO

75 COLLEGE DR · MONTEVALLO, AL 351153732
2056656055
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
974
No prior year
Total participants
412
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.3M
FLEXIBLE BENEFIT PLAN
Mixed974 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.4M46.3%
Prescription drug$5.4M46.3%
Life$499K4.2%
Dental$303K2.6%
Vision$77K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxD
$5.7M90.9%12974
HARTFORD LIFE AND ACCIDENT
EIN 060838648
L
$499K7.9%14511
VISION SERVICE PLAN
EIN 061227840
V
$77K1.2%11363

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE DILLON GROUPBELLEAIR, FLTHE HARTFORD$28K$0$28K66.0%1
JOSEPH M. KELLEYMOUNTAIN BROOK, ALVISION SERVICE PLAN$8K$0$8K18.0%1
ABLE BENEFIT SOLUTIONSBIRMINGHAM, ALTHE HARTFORD$7K$0$7K16.0%1
BLUE CROSS BLUE SHIELD OF FLORIDABIRMINGHAM, ALBLUE CROSS BLUE SHIELD OF ALABAMA$0$0$00.0%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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