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Sponsor portfolioWelfare / HealthEIN 14-1340098
ST. ANNE INSTITUTE
160 NORTH MAIN AVENUE · ALBANY, NY 12206
5184376500
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
145
No prior year
Total participants
370
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 |
|---|---|---|---|
| Health | $1.3M | 66.8% | |
| Dental | $128K | 6.6% | |
| Vision | $128K | 6.6% | |
| Short-term disability | $128K | 6.6% | |
| Long-term disability | $128K | 6.6% | |
| Other | $128K | 6.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 223197320 | H | $1.3M | 91.0% | 1 | 1 | 145 |
EIN 135123390 | DVSTDLTDOth | $128K | 9.0% | 1 | 1 | 129 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ROBERT G. RELPH AGENCY, INC. | ROCHESTER, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, MVP HEALTH SERVICES CORP | $71K | $0 | $71K | 91.9% | 1 |
| GCG FINANCIAL LLC | DEERFILED, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $6K | $6K | 8.1% | 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