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Sponsor portfolioWelfare / HealthEIN 13-3937429
HARTREE PARTNERS, LP
1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036
2125368120
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 32
- Latest filing
- 2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
2,052
No prior year
Total participants
257
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 |
|---|---|---|---|
| Life | $1.0M | 25.8% | |
| Long-term disability | $1.0M | 25.8% | |
| Other | $1.0M | 25.8% | |
| Dental | $890K | 22.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 020273013 | D | $890K | 46.5% | 1 | 1 | 2,052 |
EIN 930242990 | LLTDOth | $781K | 40.8% | 1 | 1 | 896 |
EIN 134119477 | LLTDOth | $241K | 12.6% | 1 | 1 | 318 |
EIN 122345678 | $0 | 0.0% | 1 | 1 | 257 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | NE DELTA DENTAL, STANDARD LIFE INSURANCE COMPANY OF NEW YORK, STANDARD INSURANCE COMPANY | $127K | $0 | $127K | 100.0% | 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