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Sponsor portfolioWelfare / HealthEIN 23-2212842

WAVERLY HEIGHTS LTD

1400 WAVERLY ROAD · GLADWYNE, PA 19035
6106458600
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
255
No prior year
Total participants
178
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
WAVERLY HEIGHTS, LTD HEALTH AND WELFARE PLAN
Fully insured255 covered·2 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M29.9%
Vision$2.1M29.9%
Prescription drug$2.1M29.9%
Dental$181K2.6%
Life$181K2.6%
Long-term disability$181K2.6%
Other$181K2.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 232184623
HRxV
$2.1M92.1%11255
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLLTDOth
$181K7.9%11200

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSBLUE BELL, PAINDEPENDENCE BLUE CROSS$10K$12K$22K60.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$9K$5K$14K39.1%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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