| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $560K | 25.4% | |
| Life | $476K | 21.6% | |
| Short-term disability | $476K | 21.6% | |
| Long-term disability | $476K | 21.6% | |
| Dental | $126K | 5.7% | |
| Vision | $90K | 4.1% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $542K | 69.8% | 1 | 2 | 634 |
EIN 066033492 | D | $126K | 16.2% | 1 | 1 | 380 |
EIN 061227840 | V | $90K | 11.6% | 1 | 1 | 493 |
EIN 731016728 | Oth | $17K | 2.2% | 1 | 1 | 93 |
EIN 364233459 | Oth | $1K | 0.1% | 1 | 1 | 634 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY | $43K | $16K | $59K | 89.2% | 1 |
| HP PLANNING LLC | NORWALK, CT | AETNA LIFE INSURANCE COMPANY | $6K | $0 | $6K | 8.3% | 1 |
| SOAR TO SUCCESS LLC | NEW BRITAIN, CT | PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $807 | $0 | $807 | 1.2% | 1 |
| ITEM III TRUST U/W DAVID A SAVULA | ATLANTA, GA | PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $437 | $0 | $437 | 0.7% | 1 |
| AMBER C. JONES | GRAND RAPIDS, MI | PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $271 | $0 | $271 | 0.4% | 1 |
| ROBERT J. MCCORMICK III LLC | JENISON, MI | PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $128 | $0 | $128 | 0.2% | 1 |