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Sponsor portfolioWelfare / HealthEIN 01-0360334

HALEY WARD, INC.

1 MERCHANTS PLAZA · BANGOR, ME 04401
2079894824
Plans filed
2
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
418
No prior year
Total participants
241
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
HALEY WARD, INC. WRAP PLAN
Fully insured418 covered·4 carriers
Primary: ANTHEM HEALTH PLANS OF MAINE, INC.
Plan #502$129K
HALEY WARD, INC. LIFE & DISABILITY PLAN
Fully insured191 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M32.9%
Prescription drug$1.1M32.9%
Life$203K6.0%
Short-term disability$203K6.0%
Long-term disability$203K6.0%
Other$203K6.0%
Vision$183K5.4%
Dental$166K4.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 311705652
HRxLSTDLTDOth
$1.3M87.9%12345
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$166K11.0%11418
RED TREE INSURANCE COMPANY, INC.
EIN 270175911
V
$17K1.1%11280

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CROSS INSURANCEBANGOR, MEANTHEM LIFE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF MAINE, INC., AMERITAS LIFE INSURANCE CORP., RED TREE INSURANCE COMPANY, INC.$49K$0$49K96.7%1
CROSS BENEFIT SOLUTIONSAUGUSTA, MEAMERITAS LIFE INSURANCE CORP.$0$2K$2K3.3%1

History & trajectory

5 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
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