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Sponsor portfolioWelfare / HealthEIN 02-0258444
SOUTHWORTH-MILTON, INC.
100 QUARRY DRIVE · MILFORD, MA 01757
5086343400
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
2,301
No prior year
Total participants
1,473
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #512$2.1M
MILTON CAT HEALTH & WELFARE PLAN
Mixed2,301 covered·4 carriers
Primary: DELTA DENTAL OF MASSACHUSETTS, INC.
Plan #504$1.0M
SOUTHWORTH-MILTON INC. FLEX PLAN
Mixed1,356 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Plan #510$152K
SOUTHWORTH-MILTON INC. DISABILITY PLAN
Fully insured757 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.1M | 23.1% | |
| Dental | $911K | 18.9% | |
| Life | $892K | 18.5% | |
| Short-term disability | $892K | 18.5% | |
| Long-term disability | $892K | 18.5% | |
| Vision | $119K | 2.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 046143185 | D | $911K | 42.5% | 1 | 1 | 2,301 |
EIN 930242990 | LSTDLTDOth | $892K | 41.6% | 1 | 1 | 1,433 |
EIN 410451140 | Oth | $222K | 10.4% | 1 | 1 | 809 |
EIN 430949844 | V | $119K | 5.5% | 1 | 1 | 1,843 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | DELTA DENTAL OF MASSACHUSETTS, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., STANDARD INSURANCE COMPANY | $186K | $54K | $241K | 78.5% | 1 |
| IBENEFIT COMMUNICATION LLC | CHARLOTTE, NC | RELIASTAR LIFE INSURANCE COMPANY | $57K | $0 | $57K | 18.6% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLAND, FL | RELIASTAR LIFE INSURANCE COMPANY | $0 | $9K | $9K | 2.9% | 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