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Sponsor portfolioWelfare / HealthEIN 23-1269236
R.H. SHEPPARD CO, INC & SUBSIDIARY
101 PHILADELPHIA STREET · PHILADELPHIA, PA 17331
7176373751
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
660
No prior year
Total participants
434
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #504$5.4M
R.H. SHEPPARD CO., INC. EMPLOYEE BENEFIT PLAN
Fully insured660 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO
Plan #503$650K
R.H. SHEPPARD CO., INC. EMPLOYEE BENEFIT PLAN
Mixed1,458 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$621K
R.H. SHEPPARD CO., INC. EMPLOYEE BENEFIT TRUST PLAN
Mixed852 covered·3 carriers
Primary: UNION SECURITY INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.4M | 20.2% | |
| Health | $5.1M | 19.2% | |
| Dental | $5.1M | 19.2% | |
| Vision | $5.1M | 19.2% | |
| Prescription drug | $5.1M | 19.2% | |
| Life | $259K | 1.0% | |
| Short-term disability | $259K | 1.0% | |
| Long-term disability | $259K | 1.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxDVOth | $5.1M | 95.1% | 1 | 2 | 660 |
EIN 060838648 | LSTDLTDOth | $259K | 4.8% | 1 | 1 | 471 |
EIN 421338303 | Oth | $7K | 0.1% | 1 | 1 | 96 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | AETNA LIFE INSURANCE CO, HARTFORD LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY | $41K | $112K | $153K | 100.0% | 1 |
History & trajectory
5 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