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Sponsor portfolioWelfare / HealthEIN 75-3051732

MOTLEY RICE LLC

28 BRIDGESIDE BOULEVARD · MOUNT PLEASANT, SC 29464
8432169212
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$519K
No prior year
Persons covered
373
No prior year
Total participants
340
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$519K
GROUP INSURANCE PLAN FOR EMPLOYEES OF MOTLEY RICE LLC
Mixed373 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$480K36.6%
Life$436K33.2%
Long-term disability$397K30.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$480K92.5%13373
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
L
$39K7.5%114

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.MOUNT PLEASANT, SCUNUM LIFE INSURANCE COMPANY OF AMERICA$49K$8K$57K90.0%1
D.L. DAVIS & COMPANY INC.WINSTON SALEM, NCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K2.9%1
TRIAD BENEFITS GROUP INCWINSTON SALEM, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$716$501$1K1.9%1
JAMES J PHARESSUMMERVILLE, SCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$947$113$1K1.7%1
BENEFIT COUNT I, INC.RALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$908$84$9921.6%1
SUE S. WARDENADVANCE, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$445$0$4450.7%1
ELIZABETH KOENIGPISGAH FOREST, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$316$53$3690.6%1
ARTHUR WAYNE JORDAN JRRALEIGH, NCCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$250$6$2560.4%1
NICHOLAS B. GAVALASMOUNT PLEASANT, SCMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$120$0$1200.2%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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