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Sponsor portfolioWelfare / HealthEIN 11-1644859

JOVIA FINANCIAL CREDIT UNION

1000 CORPORATE DRIVE · WESTBURY, NY 11590
5165610030
Plans filed
4
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$211K
No prior year
Persons covered
1,562
No prior year
Total participants
1,526
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$109K
JOVIA FINANCIAL CREDIT UNION EMPLOYEE GROUP LIFE
Fully insured470 covered·1 carrier
Primary: FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #504$47K
JOVIA FINANCIAL CREDIT UNION EMPLOYEE VOLUNTARY VISION PLAN
Fully insured279 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #502$36K
JOVIA FINANCIAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY
Fully insured470 covered·1 carrier
Primary: FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #503$20K
JOVIA FINANCIAL CREDIT UNION EMPLOYEE MEDICAL AND DENTAL PLAN
Fully insured343 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$109K46.9%
Vision$47K20.1%
Long-term disability$36K15.5%
Health$20K8.7%
Dental$20K8.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
LLTD
$144K68.4%22940
VISION SERVICE PLAN
EIN 222777159
V
$47K22.1%11279
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
HD
$20K9.6%11343

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN, GUARDIAN$11K$3K$14K84.1%4
FOUNDATION RISK PARTNERS CORPLOUISVILLE, KYFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$0$2K$2K9.1%2
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$743$0$7434.4%1
MARSH & MCLENNAN AGENCY LLCMELVILLE, NYVISION SERVICE PLAN$401$0$4012.4%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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