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Sponsor portfolioWelfare / HealthEIN 23-1500399

ST ANNE'S RETIREMENT COMMUNITY, INC

3952 COLUMBIA AVENUE · COLUMBIA, PA 17512
7172855443
Plans filed
3
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
199
No prior year
Total participants
183
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #504$2.5M
SAINT ANNES RETIREMENT COMMUNITY, INCORPORATED HEALTH AND WELFARE PLAN
Fully insured199 covered·3 carriers
Primary: UPMC HEALTH OPTIONS
Plan #502$0
ST ANNE'S RETIREMENT COMMUNITY, INC PREMIUM CONVERSION PLAN
Fully insured0 covered·2 carriers
Primary: UPMC HEALTH OPTIONS
Plan #503$0
ST ANNE'S RETIREMENT COMMUNITY, INC DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: UPMC HEALTH BENEFITS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M24.8%
Prescription drug$2.4M24.8%
Other$2.4M24.5%
Dental$2.4M24.0%
Vision$79K0.8%
Life$50K0.5%
Long-term disability$50K0.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 462824626
HRxDVOth
$2.4M98.0%12199
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$50K2.0%11153

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBLUE BELL, PAUPMC HEALTH BENEFITS, UPMC HEALTH OPTIONS$59K$0$59K92.0%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASUN LIFE ASSURANCE COMPANY OF CANADA$5K$0$5K8.0%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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