PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ELM TERRACE GARDENS

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 23-2132688

ELM TERRACE GARDENS

660 N BROAD ST · LANSDALE, PA 19446
2153615675
Plans filed
1
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$753K
No prior year
Persons covered
140
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$753K
ELM TERRACE GARDENS HEALTH & WELFARE BENEFITS PLAN
Fully insured140 covered·4 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$656K22.6%
Health$654K22.5%
Dental$654K22.5%
Prescription drug$654K22.5%
Life$97K3.3%
Other$97K3.3%
Short-term disability$74K2.5%
Long-term disability$23K0.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$654K86.9%11105
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$74K9.8%1130
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$23K3.0%11140
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
V
$2K0.3%1127

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSELMWOOD PARK, NJAETNA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$12K$1K$13K38.0%1
UNIVEST INSURANCE INCLANSDALE, PAAETNA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$7K$54$7K21.2%1
HEALTH AND BENEFITS PARTNERS LLCEAST NORRITON, PACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$6K$0$6K16.5%1
MORGAN PERRIMORRISTOWN, NJCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4K$370$4K12.6%1
LISA A PERRIMARLTON, NJCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$578$2K4.8%1
LAUREN ASHLEY PERRIMARLTON, NJCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$928$221$1K3.3%1
JULIA GEORGEPHILADELPHIA, PACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K3.2%1
HEKATH AND BENEFITS PARTNERS LLCEAST NORRITON, PAPRINCIPAL LIFE INSURANCE COMPANY$114$9$1230.4%1

History & trajectory

4 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