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Sponsor portfolioWelfare / HealthEIN 13-1623899

AMERICAN SOCIETY OF MECHANICAL ENGINEERS

2 PARK AVENUE, 7TH FLOOR · NEW YORK, NY 10016
2125917839
Plans filed
1
Years active
2015–2024
Industry
NAICS 61
Latest filing
2024
Total premiums (latest)
$6.4M
No prior year
Persons covered
575
No prior year
Total participants
360
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.4M
AMERICAN SOCIETY OF MECHANICAL ENGINEERS WELFARE BENEFIT PLAN
Fully insured575 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.1M31.3%
Dental$6.1M31.3%
Prescription drug$6.1M31.3%
Other$320K1.7%
Life$277K1.4%
Short-term disability$277K1.4%
Long-term disability$277K1.4%
Vision$34K0.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxD
$6.1M94.5%11575
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$277K4.3%11359
AFLAC
EIN 520807803
Oth
$42K0.6%1240
VISION SERVICE PLAN
EIN 222777159
V
$34K0.5%11260
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$1K0.0%11360

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCOLLEGE PARK, GAAETNA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, PRUDENTIAL INSURANCE COMPANY OF AMERICA$175K$6K$181K97.1%1
KEITH LEPACKNEW YORK, NYAFLAC$2K$0$2K0.9%1
IVAN M SERVAISNEW YORK, NYAFLAC$1K$0$1K0.8%1
CORPORATE SYNERGIES GROUP LLCNEW YORK, NYAFLAC$772$0$7720.4%1
BRETT G. DIAMONDHALFMOON, NYAFLAC$639$0$6390.3%1
RCM&D INC.BALTIMORE, MDZURICH AMERICAN INSURANCE COMPANY$218$0$2180.1%1
THE JAMES B OSWALD COMPANYFAIRFIELD, CTAFLAC$210$0$2100.1%1
STEPHEN P WHITEMONTEBELLO, NYAFLAC$177$0$1770.1%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$79$790.0%1
KIMMON R GUSEMANUNIONTOWN, PAAFLAC$66$0$660.0%1
PATRICK RUHLENEW YORK, NYAFLAC$59$0$590.0%1
RICHARD WHELANBOCA RATON, FLAFLAC$14$0$140.0%1
TREVOR FENNELLEAST HAMPTON, NYAFLAC$13$0$130.0%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
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