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Sponsor portfolioWelfare / HealthEIN 11-2233459

KLD ASSOCIATES, INC.

1500 ROUTE 112 BLDG 9 STE A · PORT JEFFERSON STATION, NY 11776
6312575492
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
200
No prior year
Total participants
200
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
KLD ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Fully insured200 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M37.2%
Prescription drug$2.1M37.2%
Dental$286K5.1%
Vision$286K5.1%
Life$286K5.1%
Long-term disability$286K5.1%
Other$286K5.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$2.1M87.9%1174
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$286K12.1%11200

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDWILLISTON PARK, NYUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$91K$0$91K61.9%1
DIGITAL INSURANCE LLCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$23K$2K$25K17.3%1
CENTERSTONE INSURANCE AND FINANCIALWHITE PLAINS, NYUNITEDHEALTHCARE INSURANCE COMPANY$0$11K$11K7.5%1
NATIONAL ENROLLMENT PARTNERS LLCPLYMOUTH, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K6.4%1
UNKNOWNPORT JEFFERSON STATION, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$5K$5K3.5%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K3.4%1

History & trajectory

2 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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