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Sponsor portfolioWelfare / HealthEIN 22-2964056

COMMUNITY OPTIONS INC.

16 FARBER ROAD · PRINCETON, NJ 08540
6099519900
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
4,131
No prior year
Total participants
4,131
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
COMMUNITY OPTIONS INC. EMPLOYEE HEALTH AND WELFARE PLAN
Mixed4,131 covered·7 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$3.2M29.7%
Other$2.5M23.4%
Life$2.3M21.5%
Long-term disability$1.6M14.9%
Dental$987K9.3%
Vision$128K1.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LSTDLTDOth
$2.4M55.9%134,131
DELTA DENTAL OF CALIFORNIA
EIN 221896118
D
$987K22.6%111,572
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$637K14.6%11636
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$128K2.9%112,458
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$102K2.3%11567
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
LSTDOth
$70K1.6%1160

Broker overview

18 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PHILIP LIANPRINCETON, NJSUN LIFE AND HEALTH INSURANCE COMPANY (US), METROPOLITAN LIFE INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$233K$0$233K45.9%1
PHILLIP E LIANPRINCETON, NJDELTA DENTAL OF NJ, INC$94K$0$94K18.4%1
KATCHEN FINANCIAL GROUPBRIDGEWATER, NJSUN LIFE AND HEALTH INSURANCE COMPANY (US), SUN LIFE ASSURANCE COMPANY OF CANADA$44K$0$44K8.7%1
ANDREW SILBERTPARSIPPANY, NJTHE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$35K$0$35K6.9%1
VARIOUS - SEE ATTACHED—THE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$25K$7K$32K6.2%1
MITCHELL KATCHENBRIDGEWATER, NJTHE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24K$0$24K4.6%1
DAVID SPANGLER JRQUARRYVILLE, PAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$22K$0$22K4.2%1
WENDY MADONNASCHWENKSVILLE, PACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8K$385$8K1.7%1
GARY D DAVISSEWELL, NJTHE PAUL REVERE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$3K$7K1.4%1
CALVIN NATHANIEL EASONNEW CASTLE, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7K$0$7K1.3%1
AIKEN ENTERPRISES LLCHUDSON, NJTHE PAUL REVERE LIFE INSURANCE COMPANY$2K$64$2K0.4%1
PAMELA SUSAN LEVYLONG ISLAND CITY, NYTHE PAUL REVERE LIFE INSURANCE COMPANY$830$107$9370.2%1
MARK C SPESSARDRALEIGH, NCPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$255$0$2550.1%1
OVION FINANCIAL SERVICESANNANDALE, VAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$160$0$1600.0%1
IBRAHIM ABDELHADIAUSTIN, TXPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$84$0$840.0%1
MELISSA D TRIESTERPHILADELPHIA, PAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$67$0$670.0%1
ALFREDA PEARSONHARTSVILLE, SCPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$22$0$220.0%1
CLAUDE GIBBS IIILEXINGTON PARK, MDPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$21$0$210.0%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
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