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Sponsor portfolioWelfare / HealthEIN 11-6044973
PORTLEDGE SCHOOL
355 DUCK POND ROAD · LOCUST VALLEY, NY 11560
5167503221
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$28K
No prior year
Persons covered
217
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$603K
PORTLEDGE SCHOOL SECTION 125 PLAN
Fully insured0 covered·0 carriers
Plan #502$24K
PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLAN
Fully insured110 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #503$4K
PORTLEDGE SCHOOL LONG-TERM DISABILITY PLAN
Fully insured107 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $24K | 84.4% | |
| Long-term disability | $4K | 15.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | STD | $24K | 84.4% | 1 | 1 | 110 |
EIN 131898173 | LTD | $4K | 15.6% | 1 | 1 | 107 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AUSTIN & CO INC | ALBANY, NY | FIRST UNUM LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $3K | $114 | $3K | 91.6% | 2 |
| GCG FINANCIAL LLC | PITTSBURGH, PA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $281 | $281 | 8.4% | 1 |
History & trajectory
8 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