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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $279K | 23.6% | |
| Prescription drug | $279K | 23.6% | |
| Stop-loss | $279K | 23.6% | |
| Long-term disability | $262K | 22.1% | |
| Dental | $82K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 132611847 | HRxSL | $279K | 44.8% | 1 | 1 | 285 |
EIN 010278678 | LTD | $262K | 42.0% | 1 | 1 | 168 |
EIN 135123390 | D | $82K | 13.2% | 1 | 1 | 127 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HEALTHNOW ADMINISTRATIVE SERVICES | BUFFALO, NY | GERBER | $0 | $73K | $73K | 80.3% | 1 |
| KISTLER TIFFANY BENEFITS | BERWYN, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | $5K | $14K | 15.5% | 1 |
| ALPHA BENEFITS GROUP INC | CONSHOHOCKEN, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 6.3% | 1 |
| BROWN & BROWN INSURANCE SERVICES | CONSHOHOCKEN, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 3.9% | 1 |
| ENROLLEASE | BERWYN, PA | UNUM 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