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Sponsor portfolioWelfare / HealthEIN 22-2620649

JOE JURGIELEWICZ & SON, LTD.

189 CHEESE LANE · HAMBURG, PA 19526
6105623825
Plans filed
2
Years active
2023–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$365K
No prior year
Persons covered
510
No prior year
Total participants
239
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$636K
JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLAN
Self-funded153 covered·1 carrier
Primary: OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)
Plan #502$365K
JOE JURGIELEWICZ & SON, LTD. GROUP INSURANCE PLAN
Fully insured510 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$305K20.6%
Long-term disability$296K20.0%
Short-term disability$292K19.7%
Life$290K19.6%
Vision$280K18.9%
Other$16K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTD
$274K75.1%11510
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$55K15.0%13257
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$31K8.4%11271
BLUE CROSS OF CALIFORNIA
EIN 231294723
V
$5K1.5%11462

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COTTINGHAM & BUTLERDUBUQUE, IAUNITED CONCORDIA INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$37K$1K$39K97.0%1
ASSUREDPARTNERSELMWOOD PARK, NJUNITED CONCORDIA INSURANCE COMPANY, HIGHMARK INC.$562$619$1K3.0%1
BROWN & BROWN INSURANCE SERVICES—HIGHMARK INC.$12$0$120.0%1

History & trajectory

3 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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