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Sponsor portfolioWelfare / HealthEIN 23-1886144
UNIVEST FINANCIAL CORPORATION
PO BOX 64197 · SOUDERTON, PA 18964
2157212540
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
1,021
No prior year
Total participants
1,037
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 |
|---|---|---|---|
| Stop-loss | $2.0M | 58.8% | |
| Dental | $540K | 16.0% | |
| Life | $409K | 12.1% | |
| Long-term disability | $186K | 5.5% | |
| Other | $162K | 4.8% | |
| Vision | $91K | 2.7% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521996029 | SL | $1.5M | 44.2% | 1 | 1 | 0 |
EIN 470322111 | LLTDOth | $634K | 19.1% | 1 | 5 | 1,021 |
EIN 231667011 | D | $540K | 16.2% | 1 | 1 | 713 |
EIN 221964315 | SL | $514K | 15.5% | 1 | 1 | 733 |
EIN 430949844 | V | $91K | 2.8% | 1 | 2 | 616 |
EIN 232169745 | $59K | 1.8% | 1 | 2 | 8 | |
EIN 010278678 | LOth | $17K | 0.5% | 1 | 3 | 50 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | BLUE BELL, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $63K | $75K | $138K | 83.8% | 1 |
| UNIVEST INSURANCE INC | LANDSDALE, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF PENNSYLVANIA, FIDELITY SECURITY LIFE INSURANCE COMPANY | $27K | $0 | $27K | 16.2% | 1 |
| MAVEN BENEFITS PARTNERS | MEDIA, PA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.0% | 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