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Sponsor portfolioWelfare / HealthEIN 16-1482357

TOMPKINS FINANCIAL CORPORATION

P.O. BOX 460 · ITHACA, NY 148510460
6072733210
Plans filed
6
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.3M
No prior year
Persons covered
2,013
No prior year
Total participants
1,318
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #520$2.3M
TOMPKINS FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN
Mixed2,013 covered·3 carriers
Primary: SUN LIFE AND HEALTH INSURANCE COMPANY
Plan #513$0
TOMPKINS FINANCIAL CORPORATION RETIREE HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Plan #501$0
TOMPKINS FINANCIAL CORPORATION DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #502$0
TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN
Self-funded0 covered·0 carriers
Plan #512$0
TOMPKINS FINANCIAL CORPORATION GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #514$0
TOMPKINS FINANCIAL CORPORATION SUPPLEMENTAL SHORT TERM DISABILITY PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M22.6%
Short-term disability$1.2M20.9%
Life$1.1M19.8%
Long-term disability$1.1M19.8%
Stop-loss$746K13.4%
Vision$197K3.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LSTDLTDSLOth
$1.3M57.1%121,285
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
VLSTDLTDOth
$813K35.9%132,013
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$160K7.1%11316

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TOMPKINS INSURANCE AGENCIESBATAVIA, NYHARTFORD LIFE AND ACCIDENT, SUN LIFE AND HEALTH INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$98K$336$98K54.9%1
SBR SERVICES LLCATLANTA, GASUN LIFE AND HEALTH INSURANCE COMPANY$34K$7K$41K23.0%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJHARTFORD LIFE AND ACCIDENT, SUN LIFE AND HEALTH INSURANCE COMPANY$0$40K$40K22.1%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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