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Sponsor portfolioWelfare / HealthEIN 23-1352639

GERMANTOWN ACADEMY

P.O. BOX 287 · FORT WASHINGTON, PA 19034
2156463300
Plans filed
2
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$134K
No prior year
Persons covered
269
No prior year
Total participants
269
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #703$134K
GERMANTOWN ACADEMY LIFE AND DISABILITY PLAN
Fully insured269 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #603$62K
GERMANTOWN ACADEMY LONG TERM DISABILITY PLAN
Fully insured268 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$134K35.2%
Other$134K35.2%
Long-term disability$113K29.6%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$134K100.0%12269

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNER STRONG & BUCKELEWCAMDEN, NJUNUM LIFE INSURANCE COMPANY OF AMERICA$16K$3K$18K73.3%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJUNUM LIFE INSURANCE COMPANY OF AMERICA$0$7K$7K26.7%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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