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Sponsor portfolioWelfare / HealthEIN 13-2638166
UBS FINANCIAL SERVICES INC.
1000 HARBOR BLVD., 10TH FLR · WEEHAWKEN, NJ 070866790
2013524880
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$55.5M
No prior year
Persons covered
14,446
No prior year
Total participants
13,834
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 |
|---|---|---|---|
| Life | $41.7M | 47.8% | |
| Long-term disability | $28.9M | 33.2% | |
| Health | $4.7M | 5.4% | |
| Other | $4.0M | 4.6% | |
| Dental | $2.9M | 3.3% | |
| Prescription drug | $2.8M | 3.2% | |
| Vision | $2.2M | 2.5% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LLTD | $28.9M | 52.1% | 1 | 1 | 13,209 |
EIN 135581829 | LOth | $13.2M | 23.8% | 1 | 2 | 5,052 |
EIN 066033492 | $5.3M | 9.5% | 1 | 1 | 14,446 | |
EIN 660555677 | HRxDOth | $2.4M | 4.3% | 1 | 1 | 129 |
EIN 061227840 | V | $2.2M | 4.0% | 1 | 1 | 8,821 |
EIN 941340523 | H | $1.9M | 3.4% | 1 | 8 | 180 |
EIN 364233459 | Oth | $669K | 1.2% | 1 | 2 | 5,400 |
EIN 591031071 | DOth | $489K | 0.9% | 1 | 1 | 2,749 |
EIN 990040115 | HRx | $429K | 0.8% | 1 | 1 | 49 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | HARTFORD LIFE AND ACCIDENT | $0 | $367K | $367K | 43.4% | 1 |
| INSTITUTIONAL INSURANCE GROUP LLC | HINGHAM, MA | METROPOLITAN LIFE INSURANCE COMPANY | $288K | $0 | $288K | 34.1% | 1 |
| AON CONSULTING INC | NEW YORK, NY | ZURICH AMERICAN INSURANCE COMPANY | $100K | $0 | $100K | 11.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SAN JUAN, PR | TRIPLE S SALUD, INC. | $90K | $0 | $90K | 10.6% | 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