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Sponsor portfolioWelfare / HealthEIN 13-2832785

KLEINBERG KAPLAN WOLFF & COHEN, P.C.

500 5TH AVENUE · NEW YORK, NY 10110
2129866000
Plans filed
1
Years active
2020–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$2.8M
No prior year
Persons covered
123
No prior year
Total participants
99
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
KLEINBERG, KAPLAN, WOLFF & COHEN, PC HEALTH AND WELFARE PLAN
Mixed123 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M23.9%
Dental$2.6M23.9%
Vision$2.6M23.9%
Prescription drug$2.6M23.9%
Life$164K1.5%
Long-term disability$164K1.5%
Other$164K1.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$2.6M94.1%11123
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$164K5.9%1199

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAFIRST UNUM LIFE INSURANCE COMPANY$0$5K$5K221.0%1
ASSUREDPARTNERSBLUE BELL, PAFIRST UNUM LIFE INSURANCE COMPANY$0-$3K-$3K-121.0%1

History & trajectory

7 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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