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Sponsor portfolioWelfare / HealthEIN 20-1324142

LAKEWOOD RESOURCE AND REFERRAL CENTER

d/b/a CENTER FOR HEALTH EDUCATION, MEDICINE &
1771 MADISON AVENUE · LAKEWOOD, NJ 08701
7323642144
Plans filed
1
Years active
2022–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
395
No prior year
Total participants
136
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
LAKEWOOD RESOURCE AND REFERRAL CENTER WRAP PLAN
Fully insured395 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$907K78.3%
Dental$124K10.7%
Life$77K6.7%
Vision$50K4.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$907K81.8%11136
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$124K11.2%11395
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
VL
$50K4.5%11248
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
L
$27K2.5%1133

Broker overview

22 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STERLING INSURANCE CONCEPTSLAKEWOOD, NJEQUITABLE FINANCIAL LIFE INS. CO. OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METLIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$23K$0$23K61.5%1
BENEFITMALLDALLAS, TXMETLIFE INSURANCE COMPANY$7K$20$7K17.9%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXEQUITABLE FINANCIAL LIFE INS. CO. OF AMERICA$0$2K$2K6.7%1
MCO PARTNERS LLCNEW YORK, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$683$2K5.6%1
SAMUEL STEINFELDLAKEWOOD, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K4.8%1
PAMELA SUSAN LEVYLONG ISLAND CITY, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$836$169$1K2.7%1
YOLANDA TRISTANCHO-HELWIGSAINT PETERSBURG, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$71$0$710.2%1
JENNIFER E LUBELSKYNEW YORK, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$64$0$640.2%1
BRYLIN EMPLOYEE BENEFITS LLCALLENTOWN, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$20$0$200.1%1
YITZCHAK GOTTESMANLAKEWOOD, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$19$0$190.1%1
MICHELE CONSTANTINOUNION, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
SOTERIA PARTNERS LLCLYNDHURST, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$15$0$150.0%1
C & L REED ASSOCIATES LLCCHARLESTON, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
INTEGRITY ASSOCIATES INS. SERVICESMIDDLETOWN, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
PAUL STANLEY JRNORTH CHARLESTON, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
HELEN DIZ-HATTONENGLISHTOWN, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$0$60.0%1
EDWARD P DOUGHERTY INCREADING, PACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$0$60.0%1
NATIONAL ENROLLMENT PARTNERS LLCCRANSTON, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
AON CONSULTING INCFARMINGTON, CTCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
GALLAGHER BENEFIT SERVICES, INC.ROCHESTER, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
ADVANCED BENEFIT SYSTEM INCDANIEL ISLAND, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1
CHRISTINE L COURTNEYST. MICHAELS, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1

History & trajectory

3 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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