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Sponsor portfolioWelfare / HealthEIN 20-2391875
WILMORITE MANAGEMENT GROUP, LLC
1265 SCOTTSVILLE ROAD · ROCHESTER, NY 14624
5854649400
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
162
No prior year
Total participants
117
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 48.2% | |
| Prescription drug | $2.3M | 48.2% | |
| Other | $44K | 0.9% | |
| Life | $42K | 0.9% | |
| Dental | $41K | 0.8% | |
| Long-term disability | $23K | 0.5% | |
| Short-term disability | $17K | 0.4% | |
| Vision | $7K | 0.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRx | $2.3M | 94.7% | 1 | 1 | 162 |
EIN 220832760 | DLSTDLTDOth | $122K | 4.9% | 1 | 5 | 125 |
EIN 860773195 | V | $7K | 0.3% | 1 | 1 | 61 |
EIN 161285790 | Oth | $2K | 0.1% | 1 | 1 | 140 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ROCHESTER, NY | EXCELLUS BLUE CROSS BLUE SHIELD, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, EYEMED VISION CARE | $91K | $3K | $94K | 89.7% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $0 | $11K | $11K | 10.3% | 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