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Sponsor portfolioWelfare / HealthEIN 14-1564599

WHITEMAN OSTERMAN & HANNA LLP

ONE COMMERCE PLAZA, 19TH FLOOR · ALBANY, NY 122601000
5184877711
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
187
No prior year
Total participants
188
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
WHITEMAN OSTERMAN & HANNA LLP WELFARE BENEFIT PLAN
Fully insured187 covered·4 carriers
Primary: ANTHEM BLUE CROSS (G1921)

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M33.3%
Prescription drug$1.0M33.3%
Other$300K9.6%
Dental$153K4.9%
Vision$153K4.9%
Short-term disability$153K4.9%
Life$143K4.6%
Long-term disability$143K4.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
HRx
$1.0M77.6%11109
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVSTDOth
$153K11.4%11166
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$143K10.7%11187
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.
EIN 222762686
Oth
$4K0.3%11180

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSHALL & STERLING EMPLOYEE BENEFIMONTICELLO, NYFIRST UNUM LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF NEW YORK, ANTHEM BLUE CROSS (G1921), EMPLOYEE SERVICES LLC$55K$9K$65K81.4%1
FNA INSURANCE SERVICES INCWOODBURY, NYFIRST UNUM LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF NEW YORK$8K$7K$15K18.6%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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