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Sponsor portfolioWelfare / HealthEIN 20-8424515
STONERIDGE RETIREMENT LIVING COMMUNITIES, INC.
440 EAST LINCOLN AVENUE · MYERSTOWN, PA 17067
7178663200
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$182K
No prior year
Persons covered
157
No prior year
Total participants
249
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 | $88K | 20.2% | |
| Vision | $88K | 20.2% | |
| Life | $82K | 18.9% | |
| Short-term disability | $82K | 18.9% | |
| Other | $82K | 18.9% | |
| Long-term disability | $13K | 2.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DV | $88K | 48.1% | 1 | 1 | 138 |
EIN 381082080 | LSTDOth | $82K | 45.0% | 1 | 1 | 157 |
EIN 620331200 | LTD | $13K | 6.9% | 1 | 1 | 3 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES R NELLIGAN & ASSOCIATES LLC | ALBANY, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $13K | $716 | $14K | 51.2% | 1 |
| JOHNSON KENDALL AND JOHNSON | NEWTOWN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $11K | $2K | $13K | 48.8% | 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