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Sponsor portfolioWelfare / HealthEIN 04-3061714
ISAACSON MILLER
263 SUMMER STREET, 7TH FLOOR · BOSTON, MA 02210
6172626500
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 56
- Latest filing
- 2024
Total premiums (latest)
$3.2M
No prior year
Persons covered
370
No prior year
Total participants
232
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 | $3.0M | 45.5% | |
| Prescription drug | $3.0M | 45.5% | |
| Life | $191K | 2.9% | |
| Long-term disability | $191K | 2.9% | |
| Other | $191K | 2.9% | |
| Vision | $21K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRx | $2.9M | 89.4% | 1 | 1 | 370 |
EIN 350472300 | LLTDOth | $191K | 5.9% | 1 | 1 | 232 |
EIN 941340523 | HRx | $130K | 4.0% | 1 | 1 | 16 |
EIN 430949844 | V | $21K | 0.7% | 1 | 1 | 253 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| UNKNOWN | BOSTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $43K | $0 | $43K | 65.3% | 1 |
| USI INSURANCE SERVICES LLC | WOBURN, MA | KAISER FOUNDATION HEALTH PLAN, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $21K | $2K | $23K | 34.7% | 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