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Sponsor portfolioWelfare / HealthEIN 84-2001593

SA SUPPORT SERVICES, INC.

233 PARK AVENUE SOUTH, SUITE 201 · MINNEAPOLIS, MN 55415
6123323000
Plans filed
2
Years active
2021–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$242K
No prior year
Persons covered
883
No prior year
Total participants
438
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$235K
SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED WRAP PLAN
Mixed433 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$7K
SHERMAN ASSOCIATES SUPPORT SERVICES INCORPORATED EAP PLAN
Fully insured450 covered·1 carrier
Primary: CURALINC LLC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$222K25.0%
Life$214K24.2%
Short-term disability$214K24.2%
Long-term disability$214K24.2%
Vision$21K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$214K88.4%11433
EYEMED VISION CARE
EIN 430949844
V
$21K8.5%11365
CURALINC HEALTHCARE
EIN 331206383
Oth
$7K3.0%11450

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$34K$6K$40K96.7%1
THE ULTIMATE SOFTWARE GROUPATLANTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$1K$1K3.3%1

History & trajectory

5 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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