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Sponsor portfolioWelfare / HealthEIN 13-3238657
NONPROFIT FINANCE FUND
5 HANOVER SQUARE, 9TH FLOOR · NEW YORK, NY 10004
2124574700
- Plans filed
- 1
- Years active
- 2022–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
172
No prior year
Total participants
99
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 |
|---|---|---|---|
| Health | $1.4M | 46.7% | |
| Prescription drug | $1.4M | 46.7% | |
| Dental | $71K | 2.4% | |
| Life | $29K | 1.0% | |
| Short-term disability | $29K | 1.0% | |
| Long-term disability | $29K | 1.0% | |
| Other | $29K | 1.0% | |
| Vision | $9K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $1.3M | 86.1% | 1 | 1 | 172 |
EIN 941340523 | HRx | $94K | 6.5% | 1 | 1 | 18 |
EIN 420127290 | D | $71K | 4.9% | 1 | 1 | 151 |
EIN 133176850 | LSTDLTDOth | $29K | 2.0% | 1 | 1 | 99 |
EIN 131996152 | V | $9K | 0.6% | 1 | 1 | 156 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | PHILADELPHIA, PA | UNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $48K | $458 | $48K | 71.1% | 1 |
| EXUDE BENEFITS GROUP INC | PHILADELPHIA, PA | RELIANCE STANDARD LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., PRINCIPAL LIFE INSURANCE COMPANY, NATIONAL VISION ADMINISTRATORS, LLC | $11K | $3K | $15K | 21.7% | 1 |
| DONALD C SAVOY INC | BERKELEY, NJ | RELIANCE STANDARD LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $1K | $3K | $4K | 6.4% | 1 |
| TRUE NETWORK ADVISORS | FORT WASHINGTON, PA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $514 | $514 | 0.8% | 1 |
History & trajectory
3 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