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Sponsor portfolioWelfare / HealthEIN 92-2521569
VERTEX SERVICE PARTNERS, LLC
6525 CARNEGIE BOULEVARD, SUITE 200 · CHARLOTTE, NC 28211
5408157714
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$11.3M
No prior year
Persons covered
1,497
No prior year
Total participants
1,405
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 | $9.8M | 42.4% | |
| Prescription drug | $9.8M | 42.4% | |
| Other | $881K | 3.8% | |
| Life | $777K | 3.4% | |
| Short-term disability | $606K | 2.6% | |
| Long-term disability | $606K | 2.6% | |
| Dental | $550K | 2.4% | |
| Vision | $80K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxOth | $9.9M | 87.6% | 1 | 3 | 907 |
EIN 010278678 | LSTDLTDOth | $777K | 6.9% | 1 | 2 | 1,497 |
EIN 561018068 | D | $550K | 4.9% | 1 | 1 | 1,420 |
EIN 061227840 | V | $80K | 0.7% | 1 | 1 | 740 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | LINCOLNSHIRE, IL | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $90K | $127K | $216K | 68.3% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $29K | $36K | $66K | 20.7% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | $21K | $0 | $21K | 6.6% | 1 |
| BENEFIT EDUCATORS LLC | SOUDERTON, PA | UNITEDHEALTHCARE INSURANCE COMPANY | $14K | $0 | $14K | 4.4% | 1 |
History & trajectory
2 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