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Sponsor portfolioWelfare / HealthEIN 23-2226098

WILLOW VALLEY COMMUNITIES

100 WILLOW VALLEY LAKES DRIVE · WILLOW STREET, PA 17584
7174642741
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,400
No prior year
Total participants
860
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
WILLOW VALLEY POINT OF SERVICE PLAN
Fully insured1,400 covered·6 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.0M36.7%
Other$464K16.3%
Life$436K15.4%
Long-term disability$436K15.4%
Dental$244K8.6%
Short-term disability$215K7.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$1.0M59.6%11691
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$244K13.9%12704
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$221K12.6%11860
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LSTDLTDOth
$215K12.3%11860
MAZZITTI & SULLIVAN
EIN 232475930
Oth
$28K1.6%111,400
BLUE CROSS OF CALIFORNIA
EIN 231294723
$00.0%11860

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSLANCASTER, PAHM LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY$92K$0$92K48.7%1
GCG FINANCIAL LLCDEERFIELD, ILHARTFORD LIFE AND ACCIDENT, TRANSAMERICA LIFE INSURANCE COMPANY$55K$2K$57K30.3%1
AMERICAN INSURANCE ADMINSTRATORSMECHANICSBURG, PAHM LIFE INSURANCE COMPANY$31K$0$31K16.5%1
AIA AMERICAN INS ADMINISTRATORS LLCMECHANICSBURG, PAHARTFORD LIFE AND ACCIDENT$9K$0$9K4.5%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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