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Sponsor portfolioWelfare / HealthEIN 23-2049922

MARGOLIS EDELSTEIN

THE CURTIS CENTER · PHILADELPHIA, PA 191063337
2159221100
Plans filed
1
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$623K
No prior year
Persons covered
285
No prior year
Total participants
285
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$623K
MARGOLIS EDELSTEIN EMPLOYEE BENEFIT PLAN
Mixed285 covered·3 carriers
Primary: GERBER

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$279K23.6%
Prescription drug$279K23.6%
Stop-loss$279K23.6%
Long-term disability$262K22.1%
Dental$82K7.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
GERBER
EIN 132611847
HRxSL
$279K44.8%11285
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LTD
$262K42.0%11168
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$82K13.2%11127

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HEALTHNOW ADMINISTRATIVE SERVICESBUFFALO, NYGERBER$0$73K$73K80.3%1
KISTLER TIFFANY BENEFITSBERWYN, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$9K$5K$14K15.5%1
ALPHA BENEFITS GROUP INCCONSHOHOCKEN, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K6.3%1
BROWN & BROWN INSURANCE SERVICESCONSHOHOCKEN, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$4K$4K3.9%1
ENROLLEASEBERWYN, PAUNUM LIFE INSURANCE COMPANY OF AMERICA-$6K$0-$6K-6.0%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
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