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Sponsor portfolioWelfare / HealthEIN 13-2578670

SPONSORS FOR EDUCATIONAL OPPORTUNITY

55 EXCHANGE PLACE, FLOOR 6 · NEW YORK, NY 10005
2129792040
Plans filed
9
Years active
2021–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,302
No prior year
Total participants
1,665
No prior year
Plans filed
9
No prior year

Plans under this sponsor

9 plans
Plan #502$252K
DENTAL PLAN
Fully insured197 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #506$252K
VISION PLAN
Fully insured197 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #503$178K
LIFE INSURANCE PLAN
Fully insured227 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #504$178K
ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully insured227 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #505$159K
LONG TERM DISABILITY PLAN
Fully insured227 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #508$159K
SHORT TERM DISABILITY PLAN
Fully insured227 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #501$0
MEDICAL AND PRESCRIPTION DRUG PLAN
Self-funded0 covered·0 carriers
Plan #507$0
HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers
Plan #509$0
FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$252K21.4%
Vision$252K21.4%
Life$178K15.1%
Other$178K15.1%
Short-term disability$159K13.5%
Long-term disability$159K13.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$674K57.2%46908
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$505K42.8%22394

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYFIRST UNUM LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$80K$12K$91K60.7%6
DAVID J MCCLELLANREINHOLDS, PAFIRST UNUM LIFE INSURANCE COMPANY$0$34K$34K22.6%4
PROFESSIONAL PENSIONS INCWALLINGFORD, CTCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3K$22K$25K16.6%2

History & trajectory

5 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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