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Sponsor portfolioWelfare / HealthEIN 23-2329854

THE HAVERFORD TRUST COMPANY

3 RADNOR CORPORATE CENTER · RADNOR, PA 190874580
6109958700
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
143
No prior year
Total participants
145
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
THE HAVERFORD TRUST COMPANY WELFARE BENEFIT PLAN
Fully insured143 covered·5 carriers
Primary: INDEPENDENCE BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M45.5%
Prescription drug$2.0M45.5%
Dental$173K3.9%
Life$73K1.6%
Other$56K1.3%
Short-term disability$45K1.0%
Long-term disability$34K0.8%
Vision$20K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 813078234
HRx
$2.0M84.8%11132
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
VLSTDLTDOth
$184K7.7%17143
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$173K7.2%11137
TELEMEDICINE MANAGEMENT, INC. DBA SWIFTMD
EIN 261306606
Oth
$7K0.3%11132

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KISTLER TIFFANY BENEFITSBERWYN, PAINDEPENDENCE BLUE CROSS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$108K$8K$116K77.1%1
CREATIVE BENEFITS, INC.NEWTOWN SQUARE, PALIFE INSURANCE COMPANY OF NORTH AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION BENEFITS OF AMERICA$22K$4K$26K17.2%1
ENROLLEASEATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K5.7%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
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