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Sponsor portfolioWelfare / HealthEIN 23-1398811

DILWORTH PAXSON, LLP

1500 MARKET STREET, SUITE 3500E · PHILADELPHIA, PA 19102
2155757000
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$3.1M
No prior year
Persons covered
285
No prior year
Total participants
294
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.7M
DILWORTH PAXSON KALISH AND KAUFFMAN BLUE CROSS AND BLUE SHIELD PLAN
Mixed111 covered·4 carriers
Primary: INDEPENDENCE BLUE CROSS
Plan #502$323K
DILWORTH PAXSON KALISH AND KAUFFMAN GROUP INSURANCE PLAN
Fully insured174 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$346K42.3%
Long-term disability$247K30.2%
Dental$81K9.9%
Life$57K7.0%
Short-term disability$45K5.4%
Other$32K3.9%
Vision$10K1.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
RxV
$2.6M85.7%14102
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$316K10.3%14174
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$81K2.6%12111
AMERIHEALTH INSURANCE COMPANY
EIN 232314460
$36K1.2%111
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
Oth
$7K0.2%1182

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNER STRONG & BUCKELEWMARLTON, NJDELTA DENTAL OF PENNSYLVANIA, INDEPENDENCE BLUE CROSS, INDEPENDENCE BLUE CROSS-KEYSTONE, AMERIHEALTH INSURANCE COMPANY$38K$11K$49K59.2%1
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHRELIANCE STANDARD LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$31K$7$31K37.5%1
CHARLES D. BLOCKWILMINGTON, NCPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM INSURANCE COMPANY$2K$94$2K2.0%1
JAMES H. VAN EPPSROSWELL, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$1K$57$1K1.4%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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