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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
Plan #502$2.4M
SIE HOLDINGS INC HEALTH AND WELFARE BENEFIT PLAN
Fully insured509 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #501$1.7M
SIE HOLDINGS, INC. SECTION 125 CAFETERIA PLAN
Fully insured792 covered·2 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.5M19.4%
Health$874K11.5%
Dental$874K11.5%
Vision$874K11.5%
Life$874K11.5%
Short-term disability$874K11.5%
Long-term disability$874K11.5%
Other$874K11.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$1.5M62.8%11429
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
HDVLSTDLTDOth
$874K37.2%11509

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALTERITY GROUPNEW YORK, NYSYMETRA LIFE INSURANCE COMPANY$0$67K$67K63.5%1
NFP INSURANCE SERVICES INCCHARLOTTE, NCGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$30K$8K$39K36.5%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
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