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Sponsor portfolioWelfare / HealthEIN 23-0731260
JANNEY MONTGOMERY SCOTT LLC
1717 ARCH STREET · PHILADELPHIA, PA 19103
8005266397
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$6.1M
No prior year
Persons covered
2,358
No prior year
Total participants
2,358
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 |
|---|---|---|---|
| Stop-loss | $3.4M | 45.2% | |
| Other | $1.8M | 23.6% | |
| Life | $1.5M | 19.3% | |
| Long-term disability | $651K | 8.6% | |
| Vision | $250K | 3.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 222311816 | SL | $3.4M | 56.0% | 1 | 2 | 1,696 |
EIN 360883760 | LLTDOth | $2.1M | 34.5% | 1 | 2 | 2,358 |
EIN 590781901 | Oth | $285K | 4.6% | 1 | 1 | 887 |
EIN 430949844 | V | $250K | 4.1% | 1 | 2 | 1,544 |
EIN 341650967 | Oth | $47K | 0.8% | 1 | 1 | 219 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | RELIANCE STANDARD LIFE INSURANCE COMPANY, QBE INSURANCE COMPANY, METLIFE LEGAL PLANS, INC., ALLSTATE - AMERICAN HERITAGE LIFE INSURANCE COMPANY | $57K | $310K | $367K | 86.2% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $58K | $58K | 13.7% | 1 |
| BIRCH BENEFITS LLC | WAYNE, PA | METLIFE LEGAL PLANS, INC. | $591 | $0 | $591 | 0.1% | 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