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Sponsor portfolioWelfare / HealthEIN 92-0188807
DYNATA, LLC
53 RIVERSIDE AVENUE · WESTPORT, CT 06880
2035677200
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$614K
No prior year
Persons covered
575
No prior year
Total participants
575
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 |
|---|---|---|---|
| Other | $531K | 26.3% | |
| Life | $467K | 23.2% | |
| Short-term disability | $467K | 23.2% | |
| Long-term disability | $467K | 23.2% | |
| Vision | $84K | 4.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $515K | 83.8% | 1 | 2 | 575 |
EIN 061227840 | V | $84K | 13.6% | 1 | 1 | 458 |
EIN 731016728 | Oth | $16K | 2.5% | 1 | 1 | 83 |
EIN 364233459 | Oth | $500 | 0.1% | 1 | 1 | 575 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | DALLAS, TX | ZURICH AMERICAN INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $39K | $29K | $68K | 97.6% | 1 |
| SOAR TO SUCCESS LLC | NEW BRITAIN, CT | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $989 | $0 | $989 | 1.4% | 1 |
| DAVID A. SAVULA | ATLANTA, GA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $360 | $0 | $360 | 0.5% | 1 |
| AMBER C. JONES | GRAND RAPIDS, MI | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $134 | $0 | $134 | 0.2% | 1 |
| ROBERT J. MCCORMICK III, LLC | JENISON, MI | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $104 | $0 | $104 | 0.1% | 1 |
| MARSH & MCLENNAN AGENCY LLC | HUGER, SC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $53 | $0 | $53 | 0.1% | 1 |
History & trajectory
10 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