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Sponsor portfolioWelfare / HealthEIN 23-2026352

TRUMERIT

3600 MARKET STREET STE 400 · PHILADELPHIA, PA 19104
2152228454
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
325
No prior year
Total participants
275
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
TRUMERIT WELFARE AND FLEXIBLE BENEFITS PLAN
Fully insured325 covered·5 carriers
Primary: INDEPENDENCE BLUE CROSS - PERSONAL CHOICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M42.9%
Prescription drug$1.6M35.3%
Other$199K4.3%
Dental$198K4.3%
Life$198K4.3%
Short-term disability$198K4.3%
Long-term disability$198K4.3%
Vision$17K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232405376
HRx
$2.0M90.2%12206
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLSTDLTDOth
$198K9.0%11325
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$17K0.8%11168
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$1K0.1%11275

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KISTLER TIFFANY BENEFITSBERWYN, PAINDEPENDENCE BLUE CROSS - KEYSTONE, UNITED HEALTHCARE INSURANCE COMPANY, INDEPENDENCE BLUE CROSS - PERSONAL CHOICE, METROPOLITAN LIFE INSURANCE COMPANY$108K$540$108K80.6%1
ASSUREDPARTNERSBLUE BELL, PAMETROPOLITAN LIFE INSURANCE COMPANY$11K$2K$13K9.9%1
FIRST BUCKS LLCLANGHORNE, PAUNITED HEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$12K$0$12K8.7%1
DIGITAL INSURANCE LLCATLANTA, GAUNITED HEALTHCARE INSURANCE COMPANY$902$0$9020.7%1
THE BALDWIN GROUP WEST LLCLEESBURGH, VAZURICH AMERICAN INSURANCE COMPANY$184$0$1840.1%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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