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Sponsor portfolioWelfare / HealthEIN 23-1573156
CHALMERS & KUBECK, INC.
150 COMMERCE DRIVE · ASTON, PA 19014
6104944300
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$194K
No prior year
Persons covered
163
No prior year
Total participants
175
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 |
|---|---|---|---|
| Life | $141K | 29.6% | |
| Short-term disability | $141K | 29.6% | |
| Other | $141K | 29.6% | |
| Dental | $53K | 11.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 860222062 | LSTDOth | $141K | 72.8% | 1 | 1 | 163 |
EIN 066033492 | D | $42K | 21.5% | 1 | 1 | 131 |
EIN 232541529 | D | $11K | 5.7% | 1 | 1 | 24 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $14K | $4K | $18K | 93.3% | 1 |
| ROGERS BENEFIT GROUP INC | — | UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. | $1K | $129 | $1K | 6.0% | 1 |
| USI INSURANCE SERVICES LLC | BLUE BELL, PA | AETNA LIFE INSURANCE CO. | $154 | $0 | $154 | 0.8% | 1 |
History & trajectory
11 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