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Sponsor portfolioWelfare / HealthEIN 73-0781676
MCAFEE & TAFT A PROFESSIONAL CORPORATION
TWO LEADERSHIP SQUARE, 8TH FLOOR · OKLAHOMA CITY, OK 73012
4052359621
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$837K
No prior year
Persons covered
320
No prior year
Total participants
295
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $299K | 33.0% | |
| Dental | $298K | 32.8% | |
| Long-term disability | $199K | 21.9% | |
| Other | $80K | 8.8% | |
| Vision | $32K | 3.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 237322578 | D | $298K | 35.6% | 1 | 1 | 235 |
EIN 041590850 | L | $228K | 27.3% | 1 | 1 | 155 |
EIN 010278678 | LTD | $199K | 23.8% | 1 | 1 | 183 |
EIN 271211670 | LOth | $71K | 8.5% | 1 | 1 | 287 |
EIN 061227840 | V | $32K | 3.8% | 1 | 1 | 243 |
EIN 363739783 | Oth | $8K | 1.0% | 1 | 1 | 320 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC. | DALLAS, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL, VISION SERVICE PLAN | $19K | $0 | $19K | 90.0% | 1 |
| BRENDAN C NAUGHTON | HOLYOKE, MA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $934 | $0 | $934 | 4.4% | 1 |
| THOMAS MCCASKILL | OKLAHOMA CITY, OK | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $420 | $0 | $420 | 2.0% | 1 |
| BRAD SOMMA | MELVILLE, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $409 | $0 | $409 | 1.9% | 1 |
| STEPHEN K. COLLINS | SAN ANTONIO, TX | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $214 | $0 | $214 | 1.0% | 1 |
| FRANK EDWARD WOODRUFF JR. | SAN ANTONIO, TX | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $135 | $0 | $135 | 0.6% | 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