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Sponsor portfolioWelfare / HealthEIN 23-1268801

JAMES D. MORRISSEY, INC.

9119 FRANKFORD AVENUE · PHILADELPHIA, PA 19114
2153338000
Plans filed
1
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
467
No prior year
Total participants
272
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.3M
JAMES D. MORRISSEY, INC. ET AL EMPLOYEE BENEFIT PLAN
Fully insured467 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M32.4%
Vision$4.0M32.4%
Prescription drug$4.0M32.4%
Dental$117K0.9%
Short-term disability$68K0.5%
Long-term disability$63K0.5%
Life$55K0.4%
Other$55K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxV
$4.0M93.0%11467
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$186K4.3%13272
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$117K2.7%11467

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCKING OF PRUSSIA, PARELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF PENNSYLVANIA, AETNA LIFE INSURANCE CO.$22K$13K$35K100.0%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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