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Sponsor portfolioWelfare / HealthEIN 87-0304450
CARLSON DISTRIBUTING COMPANY, LLC EMPLOYEE BENEFITS PLAN
2449 S 6755 WEST · WEST VALLEY CITY, UT 84128
8019726004
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$737K
No prior year
Persons covered
276
No prior year
Total participants
276
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 |
|---|---|---|---|
| Stop-loss | $408K | 19.9% | |
| Dental | $329K | 16.0% | |
| Vision | $329K | 16.0% | |
| Life | $329K | 16.0% | |
| Short-term disability | $329K | 16.0% | |
| Long-term disability | $329K | 16.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 870304450 | SL | $408K | 55.3% | 1 | 1 | 174 |
EIN 860222062 | DVLSTDLTD | $329K | 44.7% | 1 | 1 | 276 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | HOUSTON, TX | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $44K | $7K | $51K | 76.2% | 1 |
| JAMES BENNETT | FULSHEAR, TX | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $15K | $15K | 22.1% | 1 |
| INDEPENDENT JOHN NELSON | WESTLAKE VILLAGE, CA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 1.7% | 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