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Sponsor portfolioWelfare / HealthEIN 23-0558310

ENGLE-HAMBRIGHT & DAVIES, INC.

1857 WILLIAM PENN WAY PO BOX 11600 · LANCASTER, PA 17605
7173904307
Plans filed
2
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$837K
No prior year
Persons covered
244
No prior year
Total participants
228
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$609K
ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN
Self-funded112 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #501$229K
ENGLE-HAMBRIGHT & DAVIES, INC. EMPLOYEE BENEFIT PLAN
Fully insured132 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$609K41.4%
Dental$211K14.4%
Life$211K14.4%
Long-term disability$211K14.4%
Other$211K14.4%
Vision$18K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$609K72.7%11112
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DLLTDOth
$211K25.2%11132
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$18K2.1%11106
MAZZITTI & SULLIVAN
EIN 251832227
$00.0%110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSUN LIFE ASSURANCE COMPANY OF CANADA$10K$0$10K100.0%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
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