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Sponsor portfolioWelfare / HealthEIN 01-0580869

ALICE AND OLIVIA, LLC

450 W 14TH S · NEW YORK, NY 10014
6467471727
Plans filed
5
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
478
No prior year
Total participants
371
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #507$1.2M
ALICE AND OLIVIA LLC HEALTH & WELFARE PLAN
Mixed478 covered·3 carriers
Primary: HM LIFE INSURANCE COMPANY
Plan #506$120K
ALICE AND OLIVIA LLC DENTAL PLAN
Fully insured244 covered·1 carrier
Primary: EMPIRE HEALTHCHOICE ASSURANCE INC
Plan #502$21K
ALICE AND OLIVIA LLC LIFE AND DISABILITY PLAN
Fully insured252 covered·2 carriers
Primary: MUTUAL OF OMAHA INSURANCE COMPANY
Plan #505$14K
ALICE AND OLIVIA LLC VISION PLAN
Mixed251 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$0
ALICE AND OLIVIA LLC HEALTH INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$646K18.5%
Dental$569K16.3%
Vision$569K16.3%
Life$569K16.3%
Short-term disability$569K16.3%
Long-term disability$569K16.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$646K52.8%11236
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTD
$569K46.6%11478
AETNA LIFE INSURANCE COMPANY
EIN 066033492
$7K0.6%1147

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANY$44K$6K$50K52.5%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYPRINCIPAL LIFE INSURANCE COMPANY$0$27K$27K28.3%1
BRIO BENEFIT CONSULTING INCNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANY$14K$5K$18K19.2%1

History & trajectory

10 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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