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Sponsor portfolioWelfare / HealthEIN 13-5535371

MENDES & MOUNT, LLP

750 SEVENTH AVENUE · NEW YORK, NY 10019
2122618145
Plans filed
4
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$188K
No prior year
Persons covered
149
No prior year
Total participants
151
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$188K
MENDES & MOUNT EMPLOYEE BENEFITS PLAN
Mixed149 covered·3 carriers
Primary: GUARDIAN
Plan #508$115K
MENDES & MOUNT, LLP DENTAL BENEFITS
Fully insured159 covered·1 carrier
Primary: DELTA DENTAL OF NEW YORK
Plan #506$104K
MENDES & MOUNT LLP LIFE INSURANCE AND AD&D PLAN
Fully insured182 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE
Plan #504$82K
MENDES & MOUNT, LONG TERM DISABILITY
Fully insured175 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$108K37.8%
Life$97K34.1%
Long-term disability$80K28.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LOth
$97K51.8%11149
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LTD
$80K42.6%11132
AFLAC
EIN 520807803
Oth
$11K5.6%114

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCBOSTON, MAGUARDIAN, UNUM LIFE INSURANCE COMPANY$11K$5K$16K76.7%1
VINCENT D'AMBROSIOSTATEN ISLAND, NYAFLAC$2K$52$2K8.6%1
CORI SHAI HABERNEW YORK, NYAFLAC$2K$155$2K8.5%1
KEITH LEPACKNEW YORK, NYAFLAC$692$72$7643.7%1
PATRICK RUHLENEW YORK, NYAFLAC$464$72$5362.6%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
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