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Sponsor portfolioWelfare / HealthEIN 04-2662986

AMERICAN TRAINING, INC

6 CAMPANELLI DRIVE · ANDOVER, MA 01810
9786852151
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
313
No prior year
Total participants
292
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
AMERICAN TRAINING, INC. SECTION 125 PLAN
Fully insured313 covered·4 carriers
Primary: HARVARD PILGRIM HEALTH CARE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M45.8%
Prescription drug$2.8M45.8%
Short-term disability$88K1.5%
Other$88K1.5%
Life$86K1.4%
Long-term disability$86K1.4%
Dental$82K1.4%
Vision$82K1.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 042452600
HRx
$2.8M94.2%11313
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$86K2.9%11292
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$82K2.8%11156
AFLAC
EIN 822723296
STDOth
$2K0.1%114

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCLATHAM, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE$54K$18K$72K99.6%1
KLINGAMAN & ASSOCIATES, INC.PRINCETON, MAAFLAC$183$0$1830.3%1
WEX INCNEEDHAM, MAAFLAC$38$0$380.1%1
DANIEL P CLARKPLAINVILLE, MAAFLAC$19$0$190.0%1
DAVID S HALLETTWINCHESTER, MAAFLAC$11$0$110.0%1
JOHN B DRZEWIECKI JRBENNINGTON, VTAFLAC$7$0$70.0%1
MARGARET E LOCHNERBENNINGTON, VTAFLAC$3$0$30.0%1
MAUREEN E SNOWHOLLISTON, MAAFLAC$2$0$20.0%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
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