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Sponsor portfolioWelfare / HealthEIN 84-0576872

SMALLEY & COMPANY

861 SOUTH JASON · DENVER, CO 80223
3037773435
Plans filed
1
Years active
2016–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$79K
No prior year
Persons covered
263
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$79K
SMALLEY & COMPANY WELFARE BENEFITS WRAP PLAN
Mixed263 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$79K25.0%
Short-term disability$79K25.0%
Long-term disability$79K25.0%
Other$79K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$79K100.0%11263

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCAUSTIN, TXPRUDENTIAL INSURANCE COMPANY OF AMERICA$10K$1K$11K99.7%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$37$370.3%1

History & trajectory

9 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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