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Sponsor portfolioWelfare / HealthEIN 06-1541449
INSTITUTIONAL SHAREHOLDER SERVICES INC.
1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036
6466806350
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,316
No prior year
Total participants
714
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 |
|---|---|---|---|
| Dental | $860K | 57.5% | |
| Other | $235K | 15.7% | |
| Life | $218K | 14.6% | |
| Long-term disability | $91K | 6.1% | |
| Vision | $90K | 6.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231667011 | D | $860K | 67.4% | 1 | 1 | 1,316 |
EIN 350472300 | LLTDOth | $310K | 24.3% | 1 | 2 | 706 |
EIN 430949844 | V | $90K | 7.1% | 1 | 2 | 1,148 |
EIN 421338303 | Oth | $17K | 1.3% | 1 | 1 | 110 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 100.0% | 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