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Sponsor portfolioWelfare / HealthEIN 13-3379970
CLARION PARTNERS, LLC
ONE MADISON AVENUE · NEW YORK, NY 10010
2128832689
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
293
No prior year
Total participants
293
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.2M | 32.4% | |
| Health | $2.0M | 29.5% | |
| Dental | $2.0M | 29.5% | |
| Life | $195K | 2.9% | |
| Short-term disability | $195K | 2.9% | |
| Long-term disability | $195K | 2.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDOth | $2.0M | 91.0% | 1 | 1 | 293 |
EIN 132556568 | LSTDLTDOth | $195K | 9.0% | 1 | 1 | 293 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KLERER FINANCIAL SERVICES INC | WANTAGH, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY, NEW YORK LIFE | $89K | $0 | $89K | 86.0% | 1 |
| EMERSON REID LLC | BLUE BELL, PA | NEW YORK LIFE | $0 | $15K | $15K | 14.0% | 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