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Sponsor portfolioWelfare / HealthEIN 03-0283552
UNION BANKSHARES, INC.
20 LOWER MAIN STREET · MORRISVILLE, VT 05661
8028886600
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$206K
No prior year
Persons covered
316
No prior year
Total participants
470
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$180K
UNION BANKSHARES LIFE AND DISABILITY PLAN
Fully insured192 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$26K
UNION BANKSHARES, VISION PLAN
Fully insured124 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #501$0
UNION BANKSHARES, INC. EMPLOYEE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $82K | 30.4% | |
| Life | $64K | 23.6% | |
| Other | $64K | 23.6% | |
| Long-term disability | $35K | 12.9% | |
| Vision | $26K | 9.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $180K | 87.6% | 1 | 3 | 192 |
EIN 061227840 | V | $26K | 12.4% | 1 | 1 | 124 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | WALLINGFORD, CT | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | $0 | $11K | 51.6% | 1 |
| GROUP BENEFITS LTD | URBANDALE, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $1K | $9K | $10K | 48.4% | 2 |
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