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Sponsor portfolioWelfare / HealthEIN 13-3438524

ROTHSCHILD NORTH AMERICA INC.

1251 AVENUE OF THE AMERICAS 51ST FL · NEW YORK, NY 10020
2124035539
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$8.7M
No prior year
Persons covered
604
No prior year
Total participants
415
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.7M
ROTHSCHILD NORTH AMERICA INC. WELFARE BENEFIT AND CAFETERIA PLAN
Fully insured604 covered·7 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.7M76.6%
Dental$496K5.0%
Vision$496K5.0%
Life$450K4.5%
Other$386K3.9%
Long-term disability$376K3.8%
Short-term disability$129K1.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$7.7M87.6%11320
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$505K5.8%12415
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$496K5.7%11604
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
L
$73K0.8%1146
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$9K0.1%12415
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
Oth
$2880.0%111

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCWHITE PLAINS, NYFIRST UNUM LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, NATIONAL UNION FIRE INS. CO OF PITTSBURGH, PA, UNITED HEALTHCARE INSURANCE COMPANY, NATIONAL UNION FIRE INC. CO. OF PITTSBURGH, P.A.$265K$14K$279K92.7%1
EMERSON REID LLCBLUE BELL, PAFIRST UNUM LIFE INSURANCE COMPANY$0$22K$22K7.2%1
MICHAEL A BOOKNEW YORK, NYMASS MUTUAL LIFE INSURANCE COMPANY$373$0$3730.1%1
SOTERIA PARTNERS LLCLYNDHURST, NJTHE PAUL REVERE LIFE INSURANCE COMPANY$2$0$20.0%1
NATIONAL ENROLLMENT PARTNERS LLCCRANSTON, RITHE PAUL REVERE LIFE INSURANCE COMPANY$1$0$10.0%1
WILLIAM E GOODDRIPPING SPRINGS, TXTHE PAUL REVERE LIFE INSURANCE COMPANY$1$0$10.0%1

History & trajectory

10 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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