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Sponsor portfolioWelfare / HealthEIN 16-0743126

ROBERTS WESLEYAN UNIVERSITY AND NORTHEASTERN SEMINARY

2301 WESTSIDE DRIVE · ROCHESTER, NY 146241933
5855946830
Plans filed
4
Years active
2015–2024
Industry
NAICS 61
Latest filing
2024
Total premiums (latest)
$304K
No prior year
Persons covered
284
No prior year
Total participants
253
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #505$1.7M
EXCELLUS BLUE CROSS BLUE SHIELD ROCHESTER REGION
Fully insured172 covered·2 carriers
Primary: EXCELLYS BLUE CROSS BLUE SHIELD
Plan #501$304K
ROBERTS WESLEYAN UNIVERSITY AND NORTHEASTERN SEMINARY WELFARE BENEFITS PLAN
Fully insured284 covered·4 carriers
Primary: MVP HEALTHCARE
Plan #515$19K
LTD PLAN
Fully insured299 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #502$7K
LIFE INSURANCE PLAN
Fully insured273 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$113K37.1%
Dental$111K36.6%
Life$47K15.6%
Vision$17K5.5%
Long-term disability$16K5.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MVP HEALTH CARE
EIN 141640868
H
$113K37.1%11275
BLUE CROSS OF CALIFORNIA
EIN 150329043
D
$111K36.6%11146
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
LLTD
$63K20.7%12284
EYEMED VISION CARE
EIN 860773195
V
$17K5.5%12271

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ROBERT G. RELPH AGENCY, INC.ROCHESTER, NYFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, MVP HEALTHCARE, EXCELLUS BLUECROSS BLUESHIELD$56K$0$56K98.9%1
GCG FINANCIAL LLCDEERFIELD, ILFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$0$636$6361.1%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
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