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Sponsor portfolioWelfare / HealthEIN 87-1317918
SIE HOLDINGS INC
PO BOX 39110 · CHARLOTTE, NC 28278
7043999700
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
509
No prior year
Total participants
509
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.5M | 19.4% | |
| Health | $874K | 11.5% | |
| Dental | $874K | 11.5% | |
| Vision | $874K | 11.5% | |
| Life | $874K | 11.5% | |
| Short-term disability | $874K | 11.5% | |
| Long-term disability | $874K | 11.5% | |
| Other | $874K | 11.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | SL | $1.5M | 62.8% | 1 | 1 | 429 |
EIN 135123390 | HDVLSTDLTDOth | $874K | 37.2% | 1 | 1 | 509 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALTERITY GROUP | NEW YORK, NY | SYMETRA LIFE INSURANCE COMPANY | $0 | $67K | $67K | 63.5% | 1 |
| NFP INSURANCE SERVICES INC | CHARLOTTE, NC | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $30K | $8K | $39K | 36.5% | 1 |
History & trajectory
4 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