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Sponsor portfolioWelfare / HealthEIN 05-0546650
CREDIT SUISSE SECURITIES USA LLC
11 MADISON AVENUE · NEW YORK, NY 100103629
2123252000
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$5.0M
No prior year
Persons covered
3,305
No prior year
Total participants
537
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 |
|---|---|---|---|
| Other | $2.0M | 25.2% | |
| Short-term disability | $1.7M | 21.3% | |
| Life | $1.5M | 18.4% | |
| Long-term disability | $1.3M | 15.9% | |
| Health | $685K | 8.7% | |
| Vision | $434K | 5.5% | |
| Dental | $393K | 5.0% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | LSTDLTDOth | $3.9M | 77.6% | 1 | 6 | 3,305 |
EIN 222777159 | V | $434K | 8.6% | 1 | 1 | 285 |
EIN 066033492 | HD | $393K | 7.8% | 1 | 1 | 35 |
EIN 362739571 | H | $292K | 5.8% | 1 | 1 | 39 |
EIN 510104167 | LTD | $6K | 0.1% | 1 | 1 | 5 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CUSTOM BENEFIT PROGRAMS INC | SOMERSET, NJ | METROPOLITAN LIFE INSURANCE COMPANY | $113K | $0 | $113K | 84.8% | 1 |
| ALIGHT SOLUTIONS | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $20K | $20K | 15.2% | 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