| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.2M | 24.5% | |
| Life | $785K | 16.5% | |
| Short-term disability | $785K | 16.5% | |
| Long-term disability | $785K | 16.5% | |
| Other | $785K | 16.5% | |
| Dental | $357K | 7.5% | |
| Vision | $87K | 1.8% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDSLOth | $2.0M | 81.4% | 1 | 2 | 838 |
EIN 470098400 | D | $357K | 14.9% | 1 | 1 | 735 |
EIN 430949844 | V | $87K | 3.6% | 1 | 1 | 721 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | CHARLOTTE, NC | FIDELITY SECURITY LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., SUN LIFE ASSURANCE COMPANY OF CANADA | $221K | $3K | $224K | 66.4% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | SUN LIFE ASSURANCE COMPANY OF CANADA | $83K | $4K | $87K | 25.8% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | $3K | $14K | 4.1% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | $0 | $12K | 3.4% | 1 |
| THREEFLOW | CHICAGO, IL | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.3% | 1 |