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Sponsor portfolioWelfare / HealthEIN 87-3581406
ASSOCIATE SERVICES, LLC
500 EAST MOREHEAD STREET · CHARLOTTE, NC 28202
7049980363
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 23
- Latest filing
- 2024
Total premiums (latest)
$7.6M
No prior year
Persons covered
879
No prior year
Total participants
594
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 |
|---|---|---|---|
| Health | $6.4M | 41.6% | |
| Prescription drug | $6.4M | 41.6% | |
| Other | $648K | 4.2% | |
| Life | $472K | 3.0% | |
| Short-term disability | $472K | 3.0% | |
| Long-term disability | $472K | 3.0% | |
| Dental | $458K | 3.0% | |
| Vision | $73K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $6.4M | 84.5% | 1 | 2 | 742 |
EIN 135581829 | DOth | $481K | 6.3% | 1 | 3 | 879 |
EIN 060838648 | LSTDLTDOth | $472K | 6.2% | 1 | 1 | 665 |
EIN 390989781 | Oth | $153K | 2.0% | 1 | 1 | 3 |
EIN 470098400 | V | $73K | 1.0% | 1 | 1 | 416 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, METLIFE LEGAL PLANS, INC., METROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY (METLIFE LEGAL) | $126K | $106K | $232K | 100.0% | 1 |
History & trajectory
3 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