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Sponsor portfolioWelfare / HealthEIN 13-2633996
SCHULTE ROTH & ZABEL LLP
919 THIRD AVENUE · NEW YORK, NY 10022
2127562383
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
633
No prior year
Total participants
563
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 |
|---|---|---|---|
| Long-term disability | $1.2M | 48.5% | |
| Other | $642K | 25.1% | |
| Life | $362K | 14.2% | |
| Short-term disability | $216K | 8.5% | |
| Health | $36K | 1.4% | |
| Prescription drug | $36K | 1.4% | |
| Dental | $24K | 0.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131898173 | LSTDLTDOth | $2.1M | 97.2% | 1 | 6 | 575 |
EIN 131828429 | HRx | $36K | 1.7% | 1 | 1 | 2 |
EIN 066033492 | D | $24K | 1.1% | 1 | 1 | 148 |
EIN 131963496 | $0 | 0.0% | 1 | 1 | 633 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOWARTH III, FREDERICK W | CULVER CITY, CA | FIRST UNUM LIFE INSURANCE COMPANY | $211K | $36K | $247K | 98.5% | 1 |
| EDGEWOOD PARTNERS INSURANCE CENTER | NEW YORK, NY | AETNA LIFE INSURANCE CO., EMBLEM HEALTH | $3K | $0 | $3K | 1.0% | 1 |
| PROGRESSIVE PLAN ADMINISTRATORS | VIRGINIA BEACH, VA | FIRST UNUM LIFE INSURANCE COMPANY | $570 | $0 | $570 | 0.2% | 1 |
| FREDERICK W. HOWARTH III | CULVER CITY, CA | FIRST UNUM LIFE INSURANCE COMPANY | $541 | $0 | $541 | 0.2% | 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