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Sponsor portfolioWelfare / HealthEIN 04-2955404
INCOME RESEARCH & MANAGEMENT
115 FEDERAL STREET · BOSTON, MA 02110
6173309333
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
506
No prior year
Total participants
217
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 |
|---|---|---|---|
| Vision | $4.9M | 31.7% | |
| Health | $4.8M | 31.5% | |
| Prescription drug | $4.8M | 31.5% | |
| Dental | $230K | 1.5% | |
| Other | $199K | 1.3% | |
| Life | $194K | 1.3% | |
| Long-term disability | $194K | 1.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxV | $4.8M | 91.5% | 1 | 1 | 319 |
EIN 046143185 | D | $230K | 4.3% | 1 | 1 | 506 |
EIN 350472300 | LLTDOth | $199K | 3.8% | 1 | 2 | 217 |
EIN 061227840 | V | $22K | 0.4% | 1 | 1 | 131 |
EIN 231503749 | $0 | 0.0% | 1 | 1 | 217 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | CIGNA HEALTH AND LIFE INSURANCE COMPANY, DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA, LIFE INSURANCE COMPANY OF NORTH AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $26K | $140K | $166K | 97.5% | 1 |
| RSC INSURANCE BROKERAGE INC | CHICAGO, IL | DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 2.4% | 1 |
| BROWN & BROWN INSURANCE SERVICES | MANASSAS, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $61 | $61 | 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