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Sponsor portfolioWelfare / HealthEIN 23-1707341
SEI INVESTMENTS COMPANY
1 FREEDOM VALLEY DR · OAKS, PA 19456
6106762020
- Plans filed
- 6
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
4,277
No prior year
Total participants
4,435
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$2.2M
HEALTH AND WELFARE BENEFITS PLAN
Mixed4,277 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #502$857K
LIFE INSURANCE PLAN
Fully insured3,253 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$771K
LONG TERM DISABILITY PLAN
Fully insured3,253 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$717K
SHORT TERM DISABILITY PLAN
Fully insured3,253 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #506$0
FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Plan #504$0
GROUP DENTAL PLAN
Fully insured2,674 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $2.2M | 33.3% | |
| Short-term disability | $2.2M | 33.3% | |
| Long-term disability | $2.2M | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTD | $2.2M | 100.0% | 1 | 1 | 4,277 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KATHERINE DOWLING | RADNOR, PA | HARTFORD LIFE AND ACCIDENT | $56K | $0 | $56K | 50.0% | 1 |
| RICHARD B OWENS | RADNOR, PA | HARTFORD LIFE AND ACCIDENT | $56K | $0 | $56K | 50.0% | 1 |
History & trajectory
9 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