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Sponsor portfolioWelfare / HealthEIN 23-2332520

SFS GROUP USA, INC

1045 SPRING STREET · WYOMISSING, PA 19610
6103765751
Plans filed
1
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$626K
No prior year
Persons covered
829
No prior year
Total participants
847
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$626K
SFS GROUP USA, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed829 covered·4 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$285K45.5%
Other$132K21.1%
Long-term disability$130K20.8%
Vision$78K12.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$483K77.1%13829
VISION SERVICE PLAN
EIN 061227840
V
$78K12.5%11440
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$65K10.4%1466

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$93K$39K$132K99.9%1
USI INSURANCE SERVICES LLCBALTIMORE, MDPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$145$1450.1%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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