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Sponsor portfolioWelfare / HealthEIN 13-2774123

UNICREDIT BANK GMBH, NEW YORK BRANCH

150 EAST 42ND STREET · NEW YORK, NY 10017
2126725606
Plans filed
7
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$349K
No prior year
Persons covered
269
No prior year
Total participants
123
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #505$387K
EMPLOYEES DENTAL PLAN
Fully insured504 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$349K
UNICREDIT BANK GMBH, NEW YORK BRANCH WRAP BENEFIT PLAN
Mixed269 covered·5 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$138K
EMPLOYEES LIFE INSURANCE
Fully insured183 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #507$75K
EMPLOYEE'S LONG TERM CARE PLAN
Fully insured162 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #502$67K
EMPLOYEES LONG TERM DISABILITY PLAN
Fully insured180 covered·1 carrier
Primary: LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK
Plan #509$0
UNICREDIT BANK AG, NEW YORK BRANCH EAP PLAN
Unknown0 covered·0 carriers
Plan #508$0
SEVERANCE PAY POLICY OF UNICREDIT BANK AG, NY BRANCH AND AFFILIATES
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$180K30.8%
Other$154K26.4%
Life$117K20.1%
Long-term disability$117K20.1%
Vision$15K2.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$180K51.4%11269
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LLTDOth
$117K33.6%11111
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
Oth
$33K9.5%1199
VISION SERVICE PLAN
EIN 222777159
V
$15K4.4%11104
TELUS HEALTH (US) LTD.
EIN 521883918
Oth
$4K1.1%11123

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.JERICHO, NYFIRST UNUM LIFE INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY U.S., METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$24K$5K$28K100.0%1

History & trajectory

11 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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