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Sponsor portfolioWelfare / HealthEIN 05-0102480

AAA NORTHEAST

110 ROYAL LITTLE DRIVE · PROVIDENCE, RI 02904
4018682040
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
4,652
No prior year
Total participants
3,570
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$1.9M
AAA NORTHEAST WELFARE BENEFIT PLAN
Mixed4,652 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$1.7M24.8%
Life$1.7M24.0%
Long-term disability$1.7M24.0%
Other$1.7M24.0%
Vision$228K3.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$1.7M88.3%123,544
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$228K11.7%114,652

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILSUN LIFE AND HEALTH INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$0$24K$24K100.0%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
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