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Sponsor portfolioWelfare / HealthEIN 20-2421778

WATERFALL ASSET MANAGEMENT, LLC

1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020
2122575564
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
182
No prior year
Total participants
154
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
WATERFALL ASSET MANAGEMENT, LLC WELFARE PLAN
Fully insured182 covered·7 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.2M31.3%
Health$2.1M29.0%
Prescription drug$2.1M29.0%
Dental$187K2.6%
Vision$187K2.6%
Life$129K1.8%
Short-term disability$129K1.8%
Long-term disability$129K1.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDVOth
$2.3M93.4%12182
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
LSTDLTDOth
$150K6.2%12139
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$4K0.2%1121
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$3K0.1%11126
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$3K0.1%11139

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJFIRST UNUM LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, NATIONAL UNION FIRE INS. CO., PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$14K$5K$19K96.7%1
MMG AGENCY INC.STATEN ISLAND, NYNATIONAL UNION FIRE INS. CO.$405$0$4052.0%1
EDDIE COBBINAHFORT LEE, NJPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$251$0$2511.3%1

History & trajectory

4 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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