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Sponsor portfolioWelfare / HealthEIN 20-2759238
SOUTHWORTH DEVELOPMENT LLC
130 WILLOWBEND DRIVE · MASHPEE, MA 02649
4128186099
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
238
No prior year
Total participants
239
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 |
|---|---|---|---|
| Health | $2.2M | 39.0% | |
| Prescription drug | $2.2M | 39.0% | |
| Dental | $210K | 3.7% | |
| Vision | $210K | 3.7% | |
| Life | $210K | 3.7% | |
| Short-term disability | $210K | 3.7% | |
| Long-term disability | $210K | 3.7% | |
| Other | $210K | 3.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HRx | $2.2M | 91.4% | 1 | 1 | 216 |
EIN 135123390 | DVLSTDLTDOth | $210K | 8.6% | 1 | 1 | 238 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | LATHAM, NY | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $52K | $13K | $65K | 94.8% | 1 |
| DOUGLAS A. SWARTZ | BROOKLINE, MA | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.6% | 1 |
| PAUL M HOOTSTEIN | NEEDHAM HEIGHTS, MA | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.6% | 1 |
History & trajectory
2 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