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Sponsor portfolioWelfare / HealthEIN 23-2069598

WETHERILL ASSOCIATES, INC.

3300 CORPORATE WAY · MIRAMAR, FL 33025
8008773340
Plans filed
2
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$805K
No prior year
Persons covered
328
No prior year
Total participants
348
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$805K
WETHERILL ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Mixed328 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #505$24K
GROUP LIFE INSURANCE PLAN FOR ELIGIBLE EMPLOYEES OF WETHERILL ASSOCIATES, INC.
Mixed125 covered·2 carriers
Primary: VISION BENEFITS OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$310K17.9%
Short-term disability$310K17.9%
Long-term disability$310K17.9%
Other$310K17.9%
Stop-loss$282K16.3%
Dental$187K10.8%
Vision$25K1.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$310K38.5%11328
NATIONWIDE LIFE INSURANCE COMPANY
EIN 314156830
SL
$282K35.0%11191
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$187K23.3%11206
VISION SERVICE PLAN
EIN 363560825
V
$25K3.1%11175

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STRATEBEN INCBETHESDA, MDSUN LIFE ASSURANCE COMPANY OF CANADA, NATIONWIDE LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$41K$91K$132K100.0%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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