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Sponsor portfolioWelfare / HealthEIN 23-1379512
DUNWOODY VILLAGE
3500 WEST CHESTER PIKE · NEWTOWN SQUARE, PA 19073
6103594400
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$181K
No prior year
Persons covered
439
No prior year
Total participants
216
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 |
|---|---|---|---|
| Dental | $98K | 32.0% | |
| Other | $70K | 22.7% | |
| Life | $63K | 20.5% | |
| Long-term disability | $63K | 20.5% | |
| Vision | $13K | 4.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231667011 | D | $98K | 54.3% | 1 | 1 | 228 |
EIN 350472300 | LLTDOth | $63K | 34.9% | 1 | 1 | 219 |
EIN 251149206 | V | $13K | 7.3% | 1 | 1 | 170 |
EIN 122345678 | Oth | $7K | 3.6% | 1 | 1 | 439 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | PHILADELPHIA, PA | VISION BENEFITS OF AMERICA, DELTA DENTAL OF PENNSYLVANIA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $524 | $14K | 65.3% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $5K | $5K | 22.3% | 1 |
| JOHNSON KENDALL AND JOHNSON | NEWTOWN, PA | VISION BENEFITS OF AMERICA, DELTA DENTAL OF PENNSYLVANIA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 12.4% | 1 |
History & trajectory
6 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