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Sponsor portfolioWelfare / HealthEIN 72-1351859

CARR,ALLISON,OLIVER & SISSON,PC

100 VESTAVIA PKWY, STE 200 · BIRMINGHAM, AL 35216
2058222006
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$733K
No prior year
Persons covered
310
No prior year
Total participants
262
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$733K
CARR,ALLISON,OLIVER & SISSON,PC HEALTH PLAN
Fully insured310 covered·2 carriers
Primary: BERKLEY LIFE AND HEALTH INSURANCE CO.
Plan #502$189K
CARR, ALLISON, OLIVER & SISSON, PC LIFE/LONG TERM DISABILITY
Fully insured318 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$619K42.3%
Stop-loss$619K42.3%
Dental$114K7.7%
Vision$114K7.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
HSL
$619K84.5%11262
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$114K15.5%11310

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
YEARY & MOORE, LLCBIRMINGHAM, ALMETROPOLITAN LIFE INSURANCE COMPANY, BERKLEY LIFE AND HEALTH INSURANCE CO.$10K$19K$29K81.8%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$5K$1K$6K18.2%1

History & trajectory

11 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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