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Sponsor portfolioWelfare / HealthEIN 04-2202844
RUBIN AND RUDMAN LLP
53 STATE STREET · BOSTON, MA 02109
6173307000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
233
No prior year
Total participants
168
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 |
|---|---|---|---|
| Health | $3.4M | 30.4% | |
| Dental | $3.4M | 30.4% | |
| Prescription drug | $3.4M | 30.4% | |
| Other | $359K | 3.2% | |
| Life | $204K | 1.8% | |
| Short-term disability | $204K | 1.8% | |
| Long-term disability | $204K | 1.8% | |
| Vision | $9K | 0.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRxD | $3.4M | 90.3% | 1 | 1 | 233 |
EIN 010278678 | LSTDLTDOth | $359K | 9.4% | 1 | 2 | 153 |
EIN 430949844 | V | $9K | 0.2% | 1 | 1 | 123 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | NEEDHAM, MA | UNUM INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $56K | $6K | $62K | 82.2% | 1 |
| LEISMAN INSURANCE AGENCY INC | WALTHAM, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13K | $0 | $13K | 17.8% | 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