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Sponsor portfolioWelfare / HealthEIN 93-0704365
FINASTRA USA CORPORATION
744 PRIMERA BOULEVARD · LAKE MARY, FL 32746
4070804660
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
881
No prior year
Total participants
911
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 | $905K | 34.5% | |
| Life | $795K | 30.3% | |
| Long-term disability | $781K | 29.8% | |
| Vision | $127K | 4.8% | |
| Short-term disability | $13K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620331200 | LSTDLTDOth | $795K | 76.0% | 1 | 3 | 851 |
EIN 363560825 | V | $127K | 12.1% | 1 | 1 | 690 |
EIN 202699271 | Oth | $96K | 9.2% | 1 | 1 | 881 |
EIN 731016728 | Oth | $27K | 2.6% | 1 | 1 | 141 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | WASHINGTON, DC | PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD, UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $9K | $724 | $10K | 77.1% | 1 |
| MARY THERESA FISHER | TOWNSEND, DE | PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD | $2K | $0 | $2K | 17.9% | 1 |
| CHARLES D. BLOCK | WILMINGTON, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $176 | $0 | $176 | 1.4% | 1 |
| JAMES H. VAN EPPS | ROSWELL, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $153 | $0 | $153 | 1.2% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $130 | $0 | $130 | 1.0% | 1 |
| ATKINS NORMAN | THE VILLAGES, FL | PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD | $97 | $0 | $97 | 0.8% | 1 |
| CHRISTIAN F. ROGNER | LEWISBURG, WV | PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD | $61 | $0 | $61 | 0.5% | 1 |
| BCINSOURCING, LLC | OVERLAND PARK, KS | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.1% | 1 |
History & trajectory
8 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