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Sponsor portfolioWelfare / HealthEIN 20-5791745
FIDELITY CO-OPERATIVE BANK
9 LEOMINSTER CONNECTOR · LEOMINSTER, MA 01453
9788701306
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$2.3M
No prior year
Persons covered
287
No prior year
Total participants
0
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 | $2.1M | 42.9% | |
| Prescription drug | $2.1M | 42.9% | |
| Vision | $166K | 3.4% | |
| Life | $166K | 3.4% | |
| Short-term disability | $166K | 3.4% | |
| Long-term disability | $166K | 3.4% | |
| Other | $24K | 0.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042452600 | HRx | $2.1M | 91.6% | 1 | 5 | 207 |
EIN 420127290 | VLSTDLTD | $166K | 7.4% | 1 | 1 | 287 |
EIN 060838648 | Oth | $24K | 1.0% | 1 | 1 | 32 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | PRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, HARVARD PILGRIM HEALTH CARE | $36K | $15K | $51K | 86.2% | 1 |
| NFP INSURANCE SERVICES INC | BOSTON, MA | PRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, HARVARD PILGRIM HEALTH CARE | $8K | $0 | $8K | 13.8% | 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