PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BEHOLD WASHINGTON, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 82-5247068

BEHOLD WASHINGTON, LLC

P.O. BOX 540 · PONTOTOC, MS 38863
6624896117
Plans filed
1
Years active
2018–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$633K
No prior year
Persons covered
262
No prior year
Total participants
262
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$633K
BEHOLD WASHINGTON, LLC
Fully insured262 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$576K25.6%
Stop-loss$367K16.3%
Life$265K11.8%
Dental$209K9.3%
Vision$209K9.3%
Short-term disability$209K9.3%
Long-term disability$209K9.3%
Other$209K9.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
HSL
$367K58.1%11186
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
HDVLSTDLTDOth
$209K33.0%11262
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
L
$56K8.9%11114

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROSS & YERGER INSURANCE INCJACKSON, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, GUARDIAN, SUN LIFE ASSURANCE COMPANY OF CANADA$30K$4K$33K81.8%1
COWLEY INSURANCE SERVICES INCPLANTERSVILLE, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$5K$267$5K13.2%1
FRANK WOODWARD CRAIGRIDGELAND, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$289$599$8882.2%1
ROBBINS RESEARCH AND PLANNING INCOXFORD, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$525$237$7621.9%1
JASON RYAN SHEFFIELDSALTILLO, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$198$0$1980.5%1
DON M BROOKSOXFORD, MSCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$149$1$1500.4%1
DAN HENRY SINGLEY IIIBIRMINGHAM, ALCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$9$0$90.0%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica