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Sponsor portfolioWelfare / HealthEIN 20-2775993

SPEAR PHYSICAL AND OCCUPATIONAL THERAPY, PLLC

102 MADISON AVENUE., 8TH FLOOR · NEW YORK, NY 10016
6467907457
Plans filed
2
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$458K
No prior year
Persons covered
886
No prior year
Total participants
886
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$458K
SPEAR PHYSICAL AND OCCUPATIONAL THERAPY PLLC HEALTH AND WELFARE BENEFIT PLAN
Mixed886 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #502$0
S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY LLC GROUP MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$458K16.7%
Vision$458K16.7%
Life$458K16.7%
Short-term disability$458K16.7%
Long-term disability$458K16.7%
Other$458K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
DVLSTDLTDOth
$458K100.0%11886

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCNEW YORK, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$27K$35K$62K98.2%1
BRIO BENEFIT CONSULTING INCNEW YORK, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$1K$0$1K1.8%1

History & trajectory

7 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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