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Sponsor portfolioWelfare / HealthEIN 11-2579482

ROUX ASSOCIATES, INC.

209 SHAFTER ST · ISLANDIA, NY 11749
6312322600
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$772K
No prior year
Persons covered
403
No prior year
Total participants
406
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$772K
ROUX ASSOCIATES, INC. BENEFIT PLAN
Fully insured403 covered·3 carriers
Primary: PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$432K27.9%
Dental$323K20.8%
Vision$323K20.8%
Other$190K12.2%
Short-term disability$132K8.5%
Long-term disability$132K8.5%
Health$17K1.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
HDVLSTDLTDOth
$512K66.4%16403
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
L
$259K33.6%1290

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCPHILADELPHIA, PAPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY$120K$26K$145K49.2%1
MID ATLANTIC BENEFITS GROUP LLCHAVRE DE GRACE, MDAMERICAN HERITAGE LIFE INSURANCE COMPANY$106K$3K$110K37.1%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY$0$38K$38K12.9%1
MCCLELLEN, DAVIDREINHOLDS, PAPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$3K$0$3K0.9%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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