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Sponsor portfolioWelfare / HealthEIN 04-3205796
TA ASSOCIATES MANAGEMENT, L. P.
200 CLARENDON STREET 56TH FLOOR · BOSTON, MA 02116
6175746700
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
206
No prior year
Total participants
206
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 |
|---|---|---|---|
| Stop-loss | $940K | 26.3% | |
| Other | $879K | 24.6% | |
| Life | $459K | 12.9% | |
| Long-term disability | $452K | 12.7% | |
| Health | $420K | 11.8% | |
| Dental | $420K | 11.8% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $940K | 51.7% | 1 | 1 | 206 |
EIN 010278678 | LLTDOth | $424K | 23.3% | 1 | 2 | 204 |
EIN 591031071 | HDOth | $420K | 23.1% | 1 | 1 | 44 |
EIN 510104167 | LLTDOth | $33K | 1.8% | 1 | 1 | 44 |
EIN 231503749 | LLTDOth | $2K | 0.1% | 1 | 1 | 44 |
EIN 250687550 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | RALEIGH, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELAWARE AMERICAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA. | $60K | $8K | $68K | 100.1% | 1 |
| FIORETTI JR, WILLIAM F | WELLESLEY, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | -$92 | $0 | -$92 | -0.1% | 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