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Sponsor portfolioWelfare / HealthEIN 23-2067171

POTTSTOWN MEDICAL SPECIALISTS, INC.

P.O. BOX 878 · POTTSTOWN, PA 19464
6103274200
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
157
No prior year
Total participants
83
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$1.2M
POTTSTOWN MEDICAL SPECIALISTS, INC. WRAP BENEFITS PLAN
Fully insured157 covered·3 carriers
Primary: INDEPENDENCE BLUE CROSS
Plan #502$0
POTTSTOWN MEDICAL SPECIALISTS, INC. GROUP HEALTH INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M43.1%
Prescription drug$1.1M43.1%
Vision$61K2.3%
Life$61K2.3%
Short-term disability$61K2.3%
Long-term disability$61K2.3%
Other$61K2.3%
Dental$56K2.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 813078234
HRx
$1.1M90.6%11125
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLSTDLTDOth
$61K4.9%11135
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$56K4.5%11157

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BERKELEY HEIGHTS, NJINDEPENDENCE BLUE CROSS$48K$0$48K80.0%1
WORLD INSURANCE ASSOCIATES LLCBERWYN, PADELTA DENTAL OF PENNSYLVANIA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$11K$0$11K17.4%1
JAMES R NELLIGAN & ASSOCIATES LLCBELMAR, NJTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K2.6%1

History & trajectory

10 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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