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Sponsor portfolioWelfare / HealthEIN 20-2974794

COMPUTERSHARE US SERVICES INC.

150 ROYALL ST · CANTON, MA 02021
8009425909
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
5,379
No prior year
Total participants
3,296
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
COMPUTERSHARE HEALTH AND WELFARE BENEFIT PLAN
Mixed5,379 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.4M33.6%
Short-term disability$919K22.1%
Other$809K19.4%
Long-term disability$667K16.0%
Vision$369K8.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$3.5M87.7%175,379
VISION SERVICE PLAN
EIN 200891619
V
$369K9.1%113,237
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$129K3.2%11561

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METLIFE LEGAL PLANS$170K$1K$171K100.0%1

History & trajectory

10 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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