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Sponsor portfolioWelfare / HealthEIN 22-3321233

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA - EMPLOYEE BENEFIT

d/b/a THE HEART HOUSE
210 W ATLANTIC AVE · HADDON HEIGHTS, NJ 080351715
8565463003
Plans filed
2
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
446
No prior year
Total participants
446
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.2M
CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA
Mixed147 covered·3 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #502$578K
CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY PA
Mixed299 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$996K42.6%
Life$383K16.3%
Long-term disability$358K15.3%
Health$204K8.7%
Dental$195K8.3%
Vision$195K8.3%
Other$11K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$996K56.0%11147
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$383K21.6%14214
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$195K10.9%11299
ALLIED BENEFIT SYSTEMS, LLC
EIN 363086057
H
$129K7.2%11117
SHELTERPOINT LIFE INSURANCE COMPANY
EIN 112284118
H
$75K4.2%1193

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLC—ALLIED BENEFIT SYSTEMS, LLC, GUARDIAN$19K$64K$84K50.9%2
MERITAIN HEALTH—ALLIED BENEFIT SYSTEMS, LLC$0$30K$30K18.1%1
KISTLER TIFFANY BENEFITSBERWYN, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$11K$7K$18K10.7%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA$0$18K$18K10.7%1
JAMES R NELLIGAN & ASSOCS LLCALBANY, NYSHELTERPOINT LIFE INSURANCE COMPANY$8K$0$8K4.9%1
ALLIED BENEFIT SYSTEM, LLC—ALLIED BENEFIT SYSTEMS, LLC$0$4K$4K2.7%1
LEON MARTINPHILADELPHIA, PAUNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K1.5%1
ASSUREDPARTNERSBLUE BELL, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$0$714$7140.4%1

History & trajectory

8 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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