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Sponsor portfolioWelfare / HealthEIN 03-0107360
BRATTLEBORO RETREAT
1 ANNA MARSH LANE · BRATTLEBORO, VT 05302
8022586170
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
468
No prior year
Total participants
388
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 | $1.6M | 48.5% | |
| Life | $546K | 16.5% | |
| Short-term disability | $546K | 16.5% | |
| Long-term disability | $546K | 16.5% | |
| Vision | $71K | 2.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 410451140 | Oth | $1.1M | 63.3% | 1 | 1 | 396 |
EIN 360883760 | LSTDLTDOth | $546K | 32.5% | 1 | 1 | 468 |
EIN 061227840 | V | $71K | 4.2% | 1 | 1 | 387 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE RICHARDS GROUP | BRATTLEBORO, VT | RELIASTAR LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $172K | $10K | $183K | 80.8% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | RELIANCE STANDARD LIFE INSURANCE COMPANY | $27K | $0 | $27K | 12.1% | 1 |
| UNITED BENEFIT ADVISORS LLC | CHICAGO, IL | RELIASTAR LIFE INSURANCE COMPANY | $0 | $10K | $10K | 4.3% | 1 |
| BENE RE LLC | TOLEDO, OH | RELIASTAR LIFE INSURANCE COMPANY | $0 | $6K | $6K | 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