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Sponsor portfolioWelfare / HealthEIN 23-0888490

MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP

1735 MARKET ST · PHILADELPHIA, PA 191037505
2157721500
Plans filed
1
Years active
2016–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$1.8M
No prior year
Persons covered
128
No prior year
Total participants
128
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP FLEXIBLE BENEFITS PLAN
Fully insured128 covered·7 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$1.5M40.0%
Health$1.4M36.2%
Life$209K5.6%
Short-term disability$209K5.6%
Other$209K5.6%
Long-term disability$199K5.3%
Dental$58K1.5%
Vision$7K0.2%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
HRx
$1.1M64.0%1295
KEYSTONE HEALTH PLAN EAST
EIN 232405376
HRx
$363K20.6%1139
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$199K11.3%11128
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$58K3.3%1183
AFLAC
EIN 822723296
LSTDOth
$10K0.5%136
METROPOLITAN LIFE INSURANCE COMPANY
EIN 020663236
V
$7K0.4%11111
ACE AMERICAN INSURANCE COMPANY
EIN 131963496
$00.0%11128

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PANATIONAL VISION ADMINISTRATORS, LLC, INDEPENDENCE BLUE CROSS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KEYSTONE HEALTH PLAN EAST, UNITED CONCORDIA INSURANCE COMPANY$82K$5K$86K94.6%1
AMERIHEALTH ADMINISTRATORS INCEAGAN, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K4.4%1
SEE ATTACHEDCOLUMBUS, GAAFLAC -CONTINENTAL AMERICAN INSURANCE COMPANY$932$0$9321.0%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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