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Sponsor portfolioWelfare / HealthEIN 82-1933647
CITRIN HOLDINGS LLC
6500 EMERALD PKWY SUITE 385 DUBLIN, · DUBLIN, OH 43016
6143629537
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$608K
No prior year
Persons covered
112
No prior year
Total participants
112
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $525K | 40.4% | |
| Prescription drug | $525K | 40.4% | |
| Dental | $42K | 3.2% | |
| Vision | $42K | 3.2% | |
| Life | $41K | 3.2% | |
| Short-term disability | $41K | 3.2% | |
| Long-term disability | $41K | 3.2% | |
| Other | $41K | 3.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 340648820 | HRx | $525K | 86.3% | 1 | 1 | 64 |
EIN 720977315 | DV | $42K | 6.9% | 1 | 1 | 82 |
EIN 010278678 | LSTDLTDOth | $41K | 6.8% | 1 | 1 | 112 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, MEDICAL MUTUAL OF OHIO | $31K | $3K | $34K | 73.9% | 1 |
| LOCKTON COMPANIES, LLC | CLEVELAND, OH | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, MEDICAL MUTUAL OF OHIO | $7K | $44 | $7K | 15.7% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $5K | $5K | 10.4% | 1 |
History & trajectory
3 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