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.
Sponsor portfolioWelfare / HealthEIN 23-2116893
THE MODERN GROUP, LTD
2501 DURHAM RD · BRISTOL, PA 190076903
2159439100
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
343
No prior year
Total participants
256
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.9M | 30.8% | |
| Dental | $2.9M | 30.6% | |
| Vision | $2.9M | 30.6% | |
| Other | $203K | 2.2% | |
| Short-term disability | $195K | 2.1% | |
| Life | $178K | 1.9% | |
| Long-term disability | $178K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HDV | $2.9M | 92.9% | 1 | 1 | 343 |
EIN 860222062 | LSTDLTDOth | $178K | 5.8% | 1 | 1 | 224 |
EIN 010278678 | HSTDOth | $38K | 1.2% | 1 | 4 | 64 |
EIN 134256913 | Oth | $3K | 0.1% | 1 | 1 | 8 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | PHILADELPHIA, PA | UNUM INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, LEGALPLANS, USA | $42K | $122K | $163K | 90.8% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | UNUM INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $11K | $11K | 6.4% | 1 |
| WILLIAM A GRAHAM COMPANY | PHILADELPHIA, PA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 2.8% | 1 |
| NELLIGAN & ASSOCIATES | WALL, NJ | LEGALPLANS, USA | $0 | $146 | $146 | 0.1% | 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