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Sponsor portfolioWelfare / HealthEIN 23-0953760
WILLIAM PENN CHARTER SCHOOL
3000 W. SCHOOL HOUSE LANE · PHILADELPHIA, PA 191445412
2158443460
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$178K
No prior year
Persons covered
235
No prior year
Total participants
235
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 |
|---|---|---|---|
| Other | $178K | 35.8% | |
| Life | $168K | 33.8% | |
| Long-term disability | $141K | 28.4% | |
| Health | $10K | 2.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | HLLTDOth | $178K | 100.0% | 1 | 5 | 235 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW | CAMDEN, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $19K | $4K | $23K | 69.8% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $0 | $8K | $8K | 25.4% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 4.8% | 1 |
History & trajectory
2 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