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Sponsor portfolioWelfare / HealthEIN 04-3035105

ROAD TO RESPONSIBILITY

1831 OCEAN STREET · MARSHFIELD, MA 02050
7818341300
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$210K
No prior year
Persons covered
387
No prior year
Total participants
387
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$210K
ROAD TO RESPONSIBILITY EMPLOYEE BENEFIT PLAN
Mixed387 covered·2 carriers
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$210K28.3%
Other$210K28.3%
Short-term disability$162K21.7%
Long-term disability$162K21.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$162K76.9%11387
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$49K23.1%1142

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDWILMINGTON, MAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$12K$8K$20K60.1%1
CLEARY INSURANCE, INC.BOSTON, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$5K$0$5K14.4%1
JEFFREY RAYMOND DUBEHOPE VALLEY, RICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4K$903$5K14.2%1
ENROLLMENT SOLUTIONS LTDSUTTON, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$663$590$1K3.8%1
RACHAEL DARLENE DUBEHOPE VALLEY, RICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$393$507$9002.7%1
MICHAEL R ACKERMANFORT WASHINGTON, PACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$604$148$7522.3%1
STEPHEN CORRIVEAUNORTH SMITHFIELD, RICOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$514$0$5141.5%1
STEPHANIE DECHRISTOFAROMURFREESBORO, TNCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$354$0$3541.1%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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