Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 88-2730877
CHERRY BEKAERT ADVISORY LLC
200 SOUTH 10TH STREET · RICHMOND, VA 23219
8043622352
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
2,745
No prior year
Total participants
1,819
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 |
|---|---|---|---|
| Long-term disability | $941K | 50.8% | |
| Life | $425K | 22.9% | |
| Other | $323K | 17.4% | |
| Vision | $163K | 8.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $1.4M | 76.8% | 1 | 3 | 2,167 |
EIN 591031071 | Oth | $267K | 14.4% | 1 | 3 | 805 |
EIN 430949844 | V | $163K | 8.8% | 1 | 1 | 2,745 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | CIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $52K | $11K | $63K | 74.6% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $21K | $21K | 25.4% | 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