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Sponsor portfolioWelfare / HealthEIN 93-1464547
SOUTHEAST HC PARTNERS, LLC
8920 EVES ROAD · ROSWELL, GA 30076
7709920441
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$702K
No prior year
Persons covered
420
No prior year
Total participants
603
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 | $575K | 29.3% | |
| Life | $567K | 28.9% | |
| Short-term disability | $432K | 22.0% | |
| Long-term disability | $135K | 6.9% | |
| Dental | $127K | 6.5% | |
| Vision | $127K | 6.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 750123528 | LSTDOth | $432K | 61.5% | 1 | 1 | 264 |
EIN 360883760 | LLTDOth | $135K | 19.3% | 1 | 1 | 420 |
EIN 591031071 | DV | $127K | 18.1% | 1 | 1 | 345 |
EIN 222342710 | Oth | $7K | 1.1% | 1 | 1 | 39 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SPETNER ASSOCIATES INC | SAINT LOUIS, MO | PRESIDENTIAL LIFE INSURANCE COMPANY | $136K | $0 | $136K | 70.5% | 1 |
| JONATHAN SPETNER | SAINT LOUIS, MO | RELIANCE STANDARD LIFE INSURANCE COMPANY | $29K | $3K | $32K | 16.6% | 1 |
| WILLIAM SCHAAKE | DEER PARK, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $12K | $0 | $12K | 6.5% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN GENERAL INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $7K | $628 | $7K | 3.8% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $0 | $5K | $5K | 2.6% | 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