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Sponsor portfolioWelfare / HealthEIN 75-3048189
WILLSON JONES CARTER & BAXLEY, P.A.
325 SLOPE ROAD · GREENVILLE, SC 29607
8645273280
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$240K
No prior year
Persons covered
178
No prior year
Total participants
180
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 |
|---|---|---|---|
| Dental | $240K | 20.0% | |
| Vision | $240K | 20.0% | |
| Short-term disability | $240K | 20.0% | |
| Long-term disability | $240K | 20.0% | |
| Other | $240K | 20.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DVSTDLTDOth | $240K | 100.0% | 1 | 1 | 178 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | HUNT VALLEY, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | $12K | $33K | 100.0% | 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