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Sponsor portfolioWelfare / HealthEIN 20-0971206

EQUUS CAPITAL PARTNERS, LTD

ELLIS PRESERVE · NEWTOWN SQUARE, PA 19073
2155752396
Plans filed
1
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$206K
No prior year
Persons covered
236
No prior year
Total participants
102
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$206K
EQUUS CAPITAL PARTNERS, LTD FLEXIBLE BENEFITS PLAN
Mixed236 covered·4 carriers
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$123K26.3%
Long-term disability$123K26.3%
Other$123K26.3%
Dental$99K21.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$108K52.2%11108
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$84K40.5%11236
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLLTDOth
$15K7.3%1149
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
$00.0%11103

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNER STRONG & BUCKELEWCAMDEN, NJMETROPOLITAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, HARTFORD LIFE AND ACCIDENT, UNITED CONCORDIA INSURANCE COMPANY$19K$795$20K100.0%1

History & trajectory

11 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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