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Sponsor portfolioWelfare / HealthEIN 13-1577780
SCHULTHEIS & PANETTIERI, LLP
450 WIRELESS BOULEVARD · HAUPPAUGE, NY 11788
6312734778
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$137K
No prior year
Persons covered
179
No prior year
Total participants
179
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 | $80K | 58.3% | |
| Long-term disability | $43K | 31.2% | |
| Vision | $11K | 7.8% | |
| Other | $4K | 2.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | D | $80K | 58.3% | 1 | 1 | 157 |
EIN 135123390 | LTD | $43K | 31.2% | 1 | 1 | 179 |
EIN 860773195 | V | $11K | 7.8% | 1 | 1 | 154 |
EIN 363739783 | Oth | $4K | 2.7% | 1 | 1 | 175 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY | $8K | $2K | $10K | 59.7% | 1 |
| ROGERS BENEFIT GROUP INC | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $783 | $5K | 27.7% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 12.6% | 1 |
History & trajectory
10 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