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Sponsor portfolioWelfare / HealthEIN 20-5511698
STAFFORD MANAGEMENT COMPANY, LLC
71 THIRD AVENUE · BURLINGTON, MA 01803
7812722424
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$700K
No prior year
Persons covered
1,081
No prior year
Total participants
1,196
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 |
|---|---|---|---|
| Dental | $426K | 50.7% | |
| Other | $175K | 20.8% | |
| Life | $141K | 16.8% | |
| Vision | $70K | 8.3% | |
| Long-term disability | $29K | 3.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 046143185 | D | $426K | 60.9% | 1 | 1 | 1,081 |
EIN 360883760 | LLTDOth | $155K | 22.1% | 1 | 5 | 863 |
EIN 430949844 | V | $70K | 10.0% | 1 | 1 | 978 |
EIN 360792925 | LOth | $49K | 7.0% | 1 | 1 | 183 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | FIDELITY SECURITY LIFE INSURANCE COMPANY, DELTA DENTAL OF MASSACHUSETTS, RELIANCE STANDARD LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY | $52K | $0 | $52K | 67.5% | 1 |
| LORI ANN MARTINEZ | OXFORD, MA | TRUSTMARK INSURANCE COMPANY | $10K | $0 | $10K | 12.7% | 1 |
| NATIONAL ENROLLMENT PARTNERS LLC | CRANSTON, RI | RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $0 | $8K | 10.3% | 1 |
| MARTINEZ, LORI ANN | OXFORD, MA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.4% | 1 |
| NEESENROLL | SUTTON, MA | TRUSTMARK INSURANCE COMPANY | $3K | $0 | $3K | 4.2% | 1 |
History & trajectory
11 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