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Sponsor portfolioWelfare / HealthEIN 14-0486153
BALLSTON SPA NATIONAL BANK
990 STATE ROUTE 67 · BALLSTON SPA, NY 12020
5188856781
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$135K
No prior year
Persons covered
136
No prior year
Total participants
136
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 |
|---|---|---|---|
| Dental | $66K | 38.9% | |
| Other | $49K | 29.1% | |
| Life | $33K | 19.9% | |
| Long-term disability | $12K | 7.2% | |
| Vision | $8K | 4.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 111980218 | D | $66K | 48.6% | 1 | 1 | 91 |
EIN 133176850 | LLTDOth | $51K | 37.8% | 1 | 3 | 136 |
EIN 135123390 | Oth | $10K | 7.6% | 1 | 1 | 44 |
EIN 237391136 | V | $8K | 6.1% | 1 | 1 | 81 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSHALL & STERLING EMPLOYEE BENEFI | POUGHKEEPSIE, NY | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF NEW YORK | $13K | $86 | $13K | 97.0% | 1 |
| ROSE & KIERNAN INC | ALBANY, NY | ANTHEM BLUE CROSS | $214 | $0 | $214 | 1.6% | 1 |
| NFP INSURANCE SERVICES INC | PLAINVIEW, NY | ANTHEM BLUE CROSS | $111 | $79 | $190 | 1.4% | 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