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Sponsor portfolioWelfare / HealthEIN 13-3855230
THE LEVY GROUP INC
1333 BROADWAY · NEW YORK, NY 10018
2123980707
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
272
No prior year
Total participants
188
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 | $2.2M | 80.9% | |
| Dental | $108K | 3.9% | |
| Vision | $108K | 3.9% | |
| Other | $80K | 2.9% | |
| Life | $78K | 2.8% | |
| Short-term disability | $78K | 2.8% | |
| Long-term disability | $78K | 2.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042509896 | H | $2.2M | 92.3% | 1 | 1 | 207 |
EIN 362739571 | DV | $108K | 4.4% | 1 | 1 | 272 |
EIN 135123390 | LSTDLTDOth | $78K | 3.2% | 1 | 1 | 113 |
EIN 570144607 | Oth | $2K | 0.1% | 1 | 1 | 4 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | FAIRFIELD, NJ | NIPPON LIFE BENEFITS, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $121K | $0 | $121K | 85.7% | 1 |
| GA SOLUTIONS LLC | RED BANK, NJ | THE GUARDIAN LIFE INSURNACE COMPANY OF AMERICA | $14K | $867 | $15K | 10.6% | 1 |
| PGM INSURANCE SERVICES, LLC | BREWSTER, NY | UNITEDHEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 3.7% | 1 |
| WORKSITE WHEELHOUSE | PHILADELPHIA, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.0% | 1 |
History & trajectory
5 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