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Sponsor portfolioWelfare / HealthEIN 04-2789202
CONVERTIBLE CASTLE, INC. DBA BERNIE AND PHYL'S
308 E. MAIN STREET · NORTON, MA 02766
5082864000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$229K
No prior year
Persons covered
324
No prior year
Total participants
314
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 |
|---|---|---|---|
| Short-term disability | $108K | 23.7% | |
| Long-term disability | $108K | 23.7% | |
| Life | $81K | 17.7% | |
| Other | $81K | 17.7% | |
| Dental | $40K | 8.7% | |
| Vision | $40K | 8.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $189K | 82.7% | 1 | 3 | 324 |
EIN 135123390 | DV | $40K | 17.3% | 1 | 1 | 217 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | WILMINGTON, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $37K | $9K | $46K | 84.1% | 1 |
| NEESENROLL | SUTTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $9K | $9K | 15.9% | 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