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Sponsor portfolioWelfare / HealthEIN 16-1016457
INSERO & CO CPAS, LLP
300 CLINTON SQUARE · ROCHESTER, NY 14604
5856979648
- Plans filed
- 1
- Years active
- 2018–2024
- Industry
- NAICS 56
- Latest filing
- 2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
136
No prior year
Total participants
122
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 42.7% | |
| Prescription drug | $1.3M | 42.7% | |
| Other | $94K | 3.1% | |
| Life | $90K | 3.0% | |
| Short-term disability | $90K | 3.0% | |
| Long-term disability | $90K | 3.0% | |
| Dental | $63K | 2.1% | |
| Vision | $12K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRxD | $1.3M | 92.8% | 1 | 2 | 83 |
EIN 470246511 | LSTDLTDOth | $90K | 6.2% | 1 | 1 | 122 |
EIN 222777159 | V | $12K | 0.8% | 1 | 1 | 71 |
EIN 222762686 | Oth | $4K | 0.3% | 1 | 1 | 136 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CONSILIARIUM GROUP LLC | PITTSFORD, NY | EXCELLUS BLUECROSS BLUESHIELD, MUTUAL OF OMAHA INSURANCE COMPANY, VISION SERVICE PLAN | $67K | $0 | $67K | 100.0% | 1 |
History & trajectory
7 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