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Sponsor portfolioWelfare / HealthEIN 13-2942763

STEVEN WINTER ASSOCIATES, INC.

55 N. WATER STREET SUITE 1 · NORWALK, CT 06854
2038570200
Plans filed
1
Years active
2017–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
123
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
STEVEN WINTER ASSOCIATES, INC. HEALTH & WELFARE
Fully insured123 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M48.8%
Dental$1.4M48.8%
Short-term disability$23K0.8%
Long-term disability$21K0.7%
Vision$9K0.3%
Life$5K0.2%
Other$5K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$1.4M95.9%11123
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$49K3.5%13121
VISION SERVICE PLAN
EIN 061227840
V
$9K0.7%11109

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HP PLANNING LLCNORWALK, CTVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$19K$63K$82K73.0%1
PROFESSIONAL PENSIONS INCWALLINGFORD, CTCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$30K$30K26.4%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$325$3250.3%1
PROFESSIONAL GROUP PLAN, INCHAUPPAUGE, NYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$289$2890.3%1

History & trajectory

8 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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