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Sponsor portfolioWelfare / HealthEIN 13-3745616
PENTEGRA RETIREMENT SERVICES
701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 10604
9148219426
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
417
No prior year
Total participants
286
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 |
|---|---|---|---|
| Stop-loss | $1.1M | 53.9% | |
| Other | $357K | 17.9% | |
| Life | $316K | 15.8% | |
| Long-term disability | $213K | 10.6% | |
| Vision | $37K | 1.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060893662 | SL | $1.1M | 73.2% | 1 | 1 | 220 |
EIN 620506281 | LLTDOth | $357K | 24.3% | 1 | 5 | 284 |
EIN 860773195 | V | $37K | 2.5% | 1 | 1 | 417 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | CRANSTON, RI | EYEMED VISION CARE, SUN LIFE AND HEALTH INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY | $86K | $3K | $89K | 93.9% | 1 |
| UMR, INC. | WAUSAU, WI | SUN LIFE AND HEALTH INSURANCE COMPANY | $0 | $6K | $6K | 6.1% | 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