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Sponsor portfolioWelfare / HealthEIN 06-1452909

BROOK + WHITTLE LIMITED

260 BRADFORD ROAD · NORTH BRADFORD, CT 06471
2034835602
Plans filed
1
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
1,797
No prior year
Total participants
1,797
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$4.4M
BROOK + WHITTLE LIMITED HEALTH & WELFARE PLAN
Fully insured1,797 covered·7 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.7M26.3%
Life$1.0M15.8%
Short-term disability$1.0M15.8%
Long-term disability$1.0M15.8%
Health$707K10.9%
Dental$650K10.0%
Other$199K3.1%
Vision$148K2.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$1.7M38.5%111,264
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.2M27.6%121,797
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$707K16.0%1361
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$650K14.7%111,065
VISION SERVICE PLAN
EIN 061227840
V
$148K3.4%111,428

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCNEW YORK, NYVISION SERVICES PLAN, KAISER FOUNDATION HEALTH PLAN OF COLORADO, LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$136K$118K$253K75.3%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$31K$14K$44K13.2%1
ALERAGROUP INCNEW YORK, NYKAISER FOUNDATION HEALTH PLAN INC$25K$0$25K7.5%1
JASON PASTRANONEW YORK, NYKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$6K$0$6K1.9%1
REUBEN WARNER ASSOCIATES, INC.WEST LAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN INC$6K$0$6K1.7%1
BRIO BENEFIT CONSULTING INCNEW YORK, NYVISION SERVICES PLAN$1K$0$1K0.4%1

History & trajectory

11 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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