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Sponsor portfolioWelfare / HealthEIN 23-1869182

PLEASANT VIEW RETIREMENT COMMUNITY

544 NORTH PENRYN ROAD · MANHEIM, PA 17545
7176552445
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$170K
No prior year
Persons covered
199
No prior year
Total participants
207
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$170K
PLEASANT VIEW RETIREMENT COMMUNITY HEALTH AND WELFARE PLAN
Fully insured199 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$90K30.2%
Vision$90K30.2%
Short-term disability$41K13.7%
Other$39K13.0%
Life$21K7.0%
Long-term disability$12K3.9%
Health$6K2.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$90K53.1%11152
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$73K43.2%14199
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
HOth
$6K3.7%1137

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCBERWYN, PAUNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$8K$5K$13K47.5%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJUNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$0$7K$7K27.7%1
PENTRA LLCVILLANOVA, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$7K$0$7K24.8%1
INDEPENDENCE PLANNING GROUPBLUE BELL, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6$0$60.0%1
MAZZMAR LLCBLUE BELL, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6$0$60.0%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
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