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Sponsor portfolioWelfare / HealthEIN 16-6072836
UPSTATE UNION HEALTH AND WELFARE FUND
566 SPENCER STREET · SYRACUSE, NY 13218
3154714164
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$232K
No prior year
Persons covered
142
No prior year
Total participants
338
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 |
|---|---|---|---|
| Prescription drug | $133K | 36.1% | |
| Health | $131K | 35.5% | |
| Vision | $59K | 16.0% | |
| Dental | $46K | 12.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRx | $151K | 64.9% | 1 | 3 | 8 |
EIN 133758127 | DV | $41K | 17.8% | 1 | 1 | 110 |
EIN 066033492 | $18K | 7.8% | 1 | 1 | 6 | |
EIN 135581829 | V | $14K | 6.0% | 1 | 1 | 142 |
EIN 591031071 | D | $4K | 1.9% | 1 | 1 | 6 |
EIN 135123390 | V | $4K | 1.7% | 1 | 1 | 17 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC | LIVERPOOL, NY | METROPOLITAN LIFE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EXCELLUS BLUECROSS BLUESHIELD PLAN, AMERITAS LIFE INSURANCE CORP OF NY | $10K | $56 | $10K | 95.7% | 1 |
| ENV INSURANCE AGENCY LLC | LIVERPOOL, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $439 | $0 | $439 | 4.3% | 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