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Sponsor portfolioWelfare / HealthEIN 04-2981585

CARLISLE CAPITAL AND AFFILIATED COMPANIES

126 DANIEL STREET, SUITE 200 · PORTSMOUTH, NH 03801
6034310000
Plans filed
1
Years active
2016–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
109
No prior year
Total participants
112
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
CARLISLE CAPITAL AND AFFILIATED COMPANIES HEALTH AND WELFARE BENEFITS PLAN
Fully insured109 covered·5 carriers
Primary: HARVARD PILGRIM HEALTH CARE OF NE INC - MA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M42.9%
Prescription drug$1.2M42.9%
Life$80K2.9%
Short-term disability$80K2.9%
Long-term disability$80K2.9%
Other$80K2.9%
Dental$60K2.2%
Vision$7K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
HRx
$1.2M88.9%1293
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$80K6.0%11107
DELTA DENTAL OF CALIFORNIA
EIN 020273013
D
$60K4.5%11109
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$7K0.5%1178

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CROSS INSURANCEWAKEFIELD, MAHPHC INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE OF NE INC - MA$44K$4K$48K89.4%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLRELIANCE STANDARD LIFE INSURANCE COMPANY$0$3K$3K6.0%1
CROSS BENEFIT SOLUTIONSAUGUSTA, MEDELTA DENTAL PLAN OF NEW HAMPSHIRE, INC., METROPOLITAN LIFE INSURANCE COMPANY$2K$0$2K3.6%1
COMBINED SERVICES LLCCONCORD, NHDELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.$527$0$5271.0%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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