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Sponsor portfolioWelfare / HealthEIN 23-2222601
HARMELIN AND ASSOCIATES, INC.
525 RIGHTERS FERRY ROAD · BALA CYNWYD, PA 19004
6106687900
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$222K
No prior year
Persons covered
532
No prior year
Total participants
458
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$2.1M
HARMELIN AND ASSOCIATES, INC. MEDICAL PLAN
Fully insured144 covered·1 carrier
Primary: INDEPENDENCE BLUE CROSS
Plan #501$128K
HARMELIN AND ASSOCIATES, INC. LIFE AND AD&D PLAN
Fully insured266 covered·3 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$94K
HARMELIN AND ASSOCIATES, INC. DENTAL PLAN
Fully insured266 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $128K | 36.6% | |
| Other | $128K | 36.6% | |
| Dental | $94K | 26.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | D | $94K | 42.3% | 1 | 1 | 266 |
EIN 060838648 | LOth | $81K | 36.7% | 1 | 1 | 262 |
EIN 470322111 | LOth | $34K | 15.3% | 1 | 1 | 266 |
EIN 350472300 | LOth | $13K | 5.7% | 1 | 1 | 264 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BRUMBAUGH WEALTH MANAGEMENT LLC | EXTON, PA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT | $18K | $0 | $18K | 77.6% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | MUTUAL OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 22.4% | 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