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Sponsor portfolioWelfare / HealthEIN 04-2993547
ENTERPRISE BANK AND TRUST COMPANY
222 MERRIMACK STREET · LOWELL, MA 01852
9786565638
- Plans filed
- 4
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$738K
No prior year
Persons covered
1,122
No prior year
Total participants
476
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$373K
MASSACHUSETTS VISION SERVICE PLAN
Mixed561 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$365K
ENTERPRISE BANK LIFE AND ACCIDENTAL, DEATH AND DISMEMBERMENT INSURANCE PLAN
Mixed561 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$0
FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #535$0
HEALTH REIMBURSEMENT ACCOUNT
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $738K | 28.7% | |
| Life | $736K | 28.6% | |
| Long-term disability | $736K | 28.6% | |
| Short-term disability | $365K | 14.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $736K | 99.6% | 2 | 2 | 1,122 |
EIN 010278678 | Oth | $3K | 0.4% | 1 | 1 | 8 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | WILMINGTON, MA | SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $25K | $0 | $25K | 99.1% | 2 |
| CHRISTINE M. MCCULLUGH | REDMOND, WA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $225 | $0 | $225 | 0.9% | 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