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Sponsor portfolioWelfare / HealthEIN 84-3846075
SPATCO ENERGY SOLUTIONS, LLC
8303 UNIVERSAL EXECUTIVE PARK DRIVE · CHARLOTTE, NC 28262
7045964373
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
1,053
No prior year
Total participants
1,062
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 |
|---|---|---|---|
| Life | $1.0M | 18.2% | |
| Short-term disability | $1.0M | 18.2% | |
| Long-term disability | $1.0M | 18.2% | |
| Other | $1.0M | 18.2% | |
| Stop-loss | $985K | 17.7% | |
| Dental | $441K | 7.9% | |
| Vision | $90K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $1.0M | 40.0% | 1 | 1 | 1,053 |
EIN 222311816 | SL | $985K | 39.0% | 1 | 1 | 800 |
EIN 470098400 | D | $441K | 17.5% | 1 | 1 | 769 |
EIN 430949844 | V | $90K | 3.5% | 1 | 1 | 717 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | CHARLOTTE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA, AMERITAS LIFE INSURANCE CORP., FIDELITY SECURITY LIFE INSURANCE COMPANY | $194K | $6K | $200K | 66.6% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | SUN LIFE ASSURANCE COMPANY OF CANADA | $29K | $47K | $76K | 25.4% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $14K | $14K | 4.6% | 1 |
| THREEFLOW | CHICAGO, IL | FIDELITY SECURITY LIFE INSURANCE COMPANY | $9K | $0 | $9K | 3.1% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $886 | $886 | 0.3% | 1 |
History & trajectory
6 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