PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CONGRESO DE LATINOS UNIDOS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-2051143

CONGRESO DE LATINOS UNIDOS, INC.

216 WEST SOMERSET STREET · PHILADELPHIA, PA 19133
2157638870
Plans filed
1
Years active
2020–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
203
No prior year
Total participants
181
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
CONGRESO DE LATINOS UNIDOS, INC. EMPLOYEE BENEFIT PLAN
Fully insured203 covered·3 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.1M24.8%
Health$2.0M23.8%
Vision$2.0M23.8%
Prescription drug$2.0M23.8%
Dental$82K1.0%
Life$80K1.0%
Short-term disability$80K1.0%
Long-term disability$80K1.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
HRxVOth
$2.0M92.4%11193
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$82K3.8%11203
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$80K3.7%11181

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SAVOY ASSOCIATESBERKELEY HEIGHTS, NJINDEPENDENCE BLUE CROSS$69K$13K$82K82.6%1
PATRIOT GROWTH INSURANCE SERVICESFORT WASHINGTON, PAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$8K$0$8K8.1%1
DONALD C SAVOY INCBERKELEY HEIGHTS, NJUNITED CONCORDIA INSURANCE COMPANY$7K$1K$8K7.9%1
GALLAGHER BENEFIT SERVICES, INC.BERKELEY HEIGHTS, NJUNITED CONCORDIA INSURANCE COMPANY$1K$0$1K1.4%1

History & trajectory

6 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica