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Sponsor portfolioWelfare / HealthEIN 01-0378211

BERNSTEIN SHUR SAWYER & NELSON P.A.

100 MIDDLE STREET · PORTLAND, ME 041045029
2077741200
Plans filed
4
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
312
No prior year
Total participants
193
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$2.7M
BERNSTEIN SHUR CONSOLIDATED WELFARE BENEFIT PLAN
Fully insured312 covered·2 carriers
Primary: ANTHEM HEALTH PLANS OF MAINE, INC
Plan #501$0
BERNSTEIN, SHUR, SAWYER & NELSON, P.A. GROUP BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #502$0
BERNSTEIN, SHUR, SAWYER & NELSON, P.A. GROUP LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Self-funded0 covered·0 carriers
Plan #503$0
BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M30.6%
Dental$2.4M30.6%
Vision$2.4M30.6%
Short-term disability$184K2.3%
Long-term disability$184K2.3%
Life$135K1.7%
Other$131K1.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 311705652
HDV
$2.4M88.3%11312
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$319K11.7%13193

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EA SCRIBNER INSURANCE AGENCYSCARBOROUGH, MEUNUM LIFE INSURANCE COMPANY OF AMERICA$7K$0$7K56.1%1
JOHN D BURWELLPUNTA GORDA, FLUNUM LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K40.9%1
MATTHEW S TASSEYOLD ORCHARD BEACH, MEUNUM LIFE INSURANCE COMPANY OF AMERICA$394$0$3943.0%1

History & trajectory

11 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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