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Sponsor portfolioWelfare / HealthEIN 04-2499679
FIDELITY HOUSE CRC, INC
439 S UNION ST., STE. 401 · LAWRENCE, MA 018432844
9786859471
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
411
No prior year
Total participants
412
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 |
|---|---|---|---|
| Stop-loss | $972K | 77.3% | |
| Dental | $129K | 10.2% | |
| Life | $48K | 3.8% | |
| Other | $48K | 3.8% | |
| Long-term disability | $40K | 3.2% | |
| Vision | $20K | 1.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041012400 | SL | $972K | 80.4% | 1 | 1 | 142 |
EIN 135581829 | D | $129K | 10.6% | 1 | 1 | 281 |
EIN 350472300 | LLTDOth | $49K | 4.0% | 1 | 2 | 411 |
EIN 570144607 | LOth | $40K | 3.3% | 1 | 1 | 64 |
EIN 430949844 | V | $20K | 1.6% | 1 | 1 | 225 |
Broker overview
13 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | CRANSTON, RI | METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, EYEMED VISION CARE | $15K | $694 | $16K | 59.8% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $1K | $8K | 29.2% | 1 |
| NEESENROLL | NORTH SMITHFIELD, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.9% | 1 |
| LORI ANN MARTINEZ | OXFORD, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $0 | $561 | 2.1% | 1 |
| ENROLLMENT SOLUTIONS LTD | SUTTON, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $502 | $0 | $502 | 1.9% | 1 |
| CARLEIGH GORDON | EXETER, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $125 | $0 | $125 | 0.5% | 1 |
| MARY-JOYCE LICATA | NORTH KINGSTOWN, RI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $0 | $71 | 0.3% | 1 |
| PIO ANDRES ORTIZ | ENFIELD, CT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $67 | $0 | $67 | 0.3% | 1 |
| GIANNI RICHIO | SOUTH HAMILTON, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $0 | $16 | 0.1% | 1 |
| CHRISTOPHER MANZI | IPSWITCH, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| DB INSURANCE INC | SALEM, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| FLEURY ENTERPRISES INC | NAPLES, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| BROWN & BROWN INSURANCE SERVICES | IPSWICH, MA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 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