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Sponsor portfolioWelfare / HealthEIN 06-0910420

CHOATE ROSEMARY HALL FOUNDATION, INC

333 CHRISTIAN STREET · WALLINGFORD, CT 06492
2036972435
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$228K
No prior year
Persons covered
429
No prior year
Total participants
320
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$228K
CHOATE ROSEMARY HALL HEALTH AND WELFARE PLAN
Mixed429 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$135K
CHOATE ROSEMARY GROUP LIFE, AD&D AND LTD
Fully insured557 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$203K32.1%
Long-term disability$203K32.1%
Other$203K32.1%
Vision$24K3.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$203K89.3%11320
EYEMED VISION CARE
EIN 430949844
V
$24K10.7%11429

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCNEW YORK, NYUNITED OF OMAHA LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$23K$8K$32K100.0%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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