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Sponsor portfolioWelfare / HealthEIN 82-2735542

CLEVERBEE ACADEMY

1111 SUPERIOR AVENUE E · CLEVELAND, OH 44114
9142687912
Plans filed
1
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$335K
No prior year
Persons covered
249
No prior year
Total participants
249
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$335K
CLEVERBEE ACADEMY, LLC WELFARE BENEFITS PLAN
Fully insured249 covered·3 carriers
Primary: COMMUNITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$268K26.8%
Dental$268K26.8%
Vision$268K26.8%
Life$68K6.8%
Other$68K6.8%
Short-term disability$60K6.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HDV
$268K79.8%11125
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$60K18.0%1193
STANDARD INSURANCE COMPANY
EIN 520913817
LOth
$7K2.2%11249

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ENROLLEASECLEVELAND, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY, STANDARD INSURANCE COMPANY$14K$4K$18K37.6%1
DIGITAL INSURANCE LLCATLANTA, GACOMMUNITY INSURANCE COMPANY, STANDARD INSURANCE COMPANY$13K$0$13K26.2%1
MATTHEW WALSHOLMSTED FALLS, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$5K$4K$9K18.3%1
JACOB JAMES FRYDEFIANCE, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$435$2K4.9%1
COORDINATIONA GROUP LLCNORTH ROYALTON, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$968$990$2K4.1%1
SONNHALTER INSURANCE GROUP LLCSTOW, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K3.8%1
KEVIN WRONANORTH ROYALTON, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$850$437$1K2.7%1
JAMES D SAMSCOLUMBUS, OHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$28$1K2.5%1

History & trajectory

7 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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