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Sponsor portfolioWelfare / HealthEIN 15-0535531
FIRST SOURCE FEDERAL CREDIT UNION
4451 COMMERCIAL DR · NEW HARTFORD, NY 134136207
3157358571
- Plans filed
- 2
- Years active
- 2017–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$3.2M
No prior year
Persons covered
237
No prior year
Total participants
237
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 | $2.9M | 39.6% | |
| Prescription drug | $2.9M | 39.6% | |
| Dental | $255K | 3.5% | |
| Vision | $255K | 3.5% | |
| Life | $255K | 3.5% | |
| Short-term disability | $255K | 3.5% | |
| Long-term disability | $255K | 3.5% | |
| Other | $255K | 3.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRx | $2.9M | 92.0% | 1 | 1 | 146 |
EIN 135123390 | DVLSTDLTDOth | $255K | 8.0% | 1 | 1 | 237 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | SYRACUSE, NY | EXCELLUS BLUE CROSS BLUE SHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $104K | $11K | $115K | 100.0% | 1 |
History & trajectory
8 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