PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TOLL BROS., INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-2417123

TOLL BROS., INC.

1140 VIRGINIA DRIVE · FORT WASHINGTON, PA 19034
2159388000
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$7.6M
No prior year
Persons covered
4,513
No prior year
Total participants
4,464
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$7.6M
TOLL BROTHERS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully insured4,513 covered·5 carriers
Primary: BERKSHIRE HATHAWAY SPECIALTY COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$2.8M30.7%
Life$1.6M17.1%
Vision$1.2M13.5%
Long-term disability$839K9.3%
Short-term disability$754K8.3%
Health$719K7.9%
Prescription drug$719K7.9%
Dental$300K3.3%
Other$180K2.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$3.3M43.6%174,513
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 630202590
SL
$2.8M36.4%113,908
ANTHEM LIFE INSURANCE COMPANY
EIN 540357120
HRxDV
$734K9.6%1243
VISION SERVICE PLAN
EIN 061227840
V
$502K6.6%113,267
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$286K3.7%111,717

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PARELIANCE STANDARD LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$288K$118K$406K96.6%1
CHOICE FINANCIAL GROUP LLCVIRGINIA BEACH, VAANTHEM HEALTH PLANS OF VIRGINIA, INC.$12K$2K$14K3.4%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica