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Sponsor portfolioWelfare / HealthEIN 04-2675571
COMMONWEALTH EQUITY SERVICES, LLC
275 WYMAN STREET · WALTHAM, MA 02451
7817360700
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$12.4M
No prior year
Persons covered
3,195
No prior year
Total participants
1,369
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 | $11.8M | 32.0% | |
| Prescription drug | $11.8M | 32.0% | |
| Dental | $11.0M | 29.9% | |
| Vision | $848K | 2.3% | |
| Other | $483K | 1.3% | |
| Life | $457K | 1.2% | |
| Long-term disability | $457K | 1.2% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRxD | $11.0M | 89.2% | 1 | 1 | 3,195 |
EIN 591031071 | HRxV | $780K | 6.3% | 1 | 1 | 124 |
EIN 350472300 | LLTDOth | $457K | 3.7% | 1 | 1 | 1,257 |
EIN 430949844 | V | $68K | 0.5% | 1 | 1 | 2,368 |
EIN 133402780 | Oth | $17K | 0.1% | 1 | 1 | 1,633 |
EIN 222342710 | Oth | $8K | 0.1% | 1 | 1 | 82 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | SOUTHBOROUGH, MA | LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $339K | $149K | $488K | 100.0% | 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