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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.2M | 42.9% | |
| Prescription drug | $1.2M | 42.9% | |
| Life | $80K | 2.9% | |
| Short-term disability | $80K | 2.9% | |
| Long-term disability | $80K | 2.9% | |
| Other | $80K | 2.9% | |
| Dental | $60K | 2.2% | |
| Vision | $7K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 043149694 | HRx | $1.2M | 88.9% | 1 | 2 | 93 |
EIN 360883760 | LSTDLTDOth | $80K | 6.0% | 1 | 1 | 107 |
EIN 020273013 | D | $60K | 4.5% | 1 | 1 | 109 |
EIN 135581829 | V | $7K | 0.5% | 1 | 1 | 78 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CROSS INSURANCE | WAKEFIELD, MA | HPHC INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE OF NE INC - MA | $44K | $4K | $48K | 89.4% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $3K | $3K | 6.0% | 1 |
| CROSS BENEFIT SOLUTIONS | AUGUSTA, ME | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC., METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.6% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. | $527 | $0 | $527 | 1.0% | 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