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Sponsor portfolioWelfare / HealthEIN 14-0779859
JEFF BANK
PO BOX 398 · JEFFERSONVILLE, NY 127485558
8454824000
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$48K
No prior year
Persons covered
110
No prior year
Total participants
110
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $48K | 66.8% | |
| Life | $8K | 11.1% | |
| Long-term disability | $8K | 11.1% | |
| Other | $8K | 11.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131898173 | STD | $40K | 83.4% | 1 | 1 | 110 |
EIN 060893662 | LSTDLTDOth | $8K | 16.6% | 1 | 1 | 106 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAYCHEX INSURANCE AGENCY, INC. | HENRIETTA, NY | SUN LIFE AND HEALTH INSURANCE COMPANY | $7K | $0 | $7K | 59.2% | 1 |
| MIKE PREIS INC. | JEFFERSONVILLE, NY | FIRST UNUM LIFE INSURANCE COMPANY | $5K | $0 | $5K | 40.8% | 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