PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WORLD ECONOMIC FORUM

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-3908371

WORLD ECONOMIC FORUM

350 MADISON AVENUE · NEW YORK, NY 10017
2127032300
Plans filed
1
Years active
2017–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
262
No prior year
Total participants
138
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.7M
WORLD ECONOMIC FORUM WELFARE BENEFIT PLAN
Mixed262 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M45.4%
Prescription drug$3.6M45.4%
Life$181K2.3%
Short-term disability$181K2.3%
Long-term disability$181K2.3%
Other$181K2.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.6M95.1%11262
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$181K4.9%11141

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
YORK INTERNATIONAL AGENCY LLCHARRISON, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY$156K$0$156K82.7%1
CENTERSTONE INSURANCE AND FINANCIALWHITE PLAINS, NYUNITEDHEALTHCARE INSURANCE COMPANY$0$22K$22K11.4%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K4.8%1
IMA, INC.NEW YORK, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$2K$2K1.1%1

History & trajectory

9 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica