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Sponsor portfolioWelfare / HealthEIN 13-3979511
MARATHON ASSET MANAGEMENT
1 BRYANT PARK · NEW YORK, NY 10036
2125003000
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
155
No prior year
Total participants
151
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 | $4.1M | 47.6% | |
| Dental | $4.1M | 47.6% | |
| Other | $139K | 1.6% | |
| Short-term disability | $97K | 1.1% | |
| Long-term disability | $97K | 1.1% | |
| Life | $89K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HD | $4.1M | 94.6% | 1 | 1 | 131 |
EIN 131898173 | STDLTDOth | $147K | 3.3% | 1 | 2 | 155 |
EIN 411412669 | LOth | $89K | 2.0% | 1 | 1 | 153 |
EIN 860773195 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | — | EYEMED VISION CARE, CIGNA HEALTH AND LIFE INSURANCE COMPANY, SECURIAN LIFE INSURANCE COMPANY | $22K | $119K | $141K | 89.9% | 1 |
| DREYFUSS & BIRKE LTD | NEW YORK, NY | FIRST UNUM LIFE INSURANCE COMPANY | $15K | $1K | $16K | 10.1% | 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