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Sponsor portfolioWelfare / HealthEIN 23-0963171

J.W. PEPPER AND SON, INC.

191 SHEREE BOULEVARD · EXTON, PA 19341
6106480500
Plans filed
1
Years active
2015–2024
Industry
NAICS 51
Latest filing
2024
Total premiums (latest)
$1.7M
No prior year
Persons covered
206
No prior year
Total participants
177
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
J.W. PEPPER AND SON, INC. HEALTH AND WELFARE PLAN
Fully insured206 covered·4 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M46.9%
Prescription drug$1.5M46.9%
Dental$63K2.0%
Life$42K1.3%
Other$42K1.3%
Long-term disability$39K1.2%
Vision$11K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
HRx
$1.5M90.7%11206
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$81K4.8%13177
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$63K3.8%11195
VISION SERVICE PLAN
EIN 061227840
V
$11K0.7%11109

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBERWYN, PAVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF PENNSYLVANIA$17K$239$17K73.4%1
GCG FINANCIAL LLCMELVILLE, NYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$6K$6K26.4%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$55$0$550.2%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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