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Sponsor portfolioWelfare / HealthEIN 23-2516349
THE KLEIN COMPANY
1600 MARKET STREET · PHILADELPHIA, PA 19103
2157519600
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
152
No prior year
Total participants
122
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 48.0% | |
| Prescription drug | $1.3M | 48.0% | |
| Dental | $56K | 2.0% | |
| Other | $24K | 0.9% | |
| Short-term disability | $17K | 0.6% | |
| Vision | $7K | 0.3% | |
| Life | $7K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232184623 | HRx | $1.3M | 93.8% | 1 | 1 | 152 |
EIN 930242990 | DV | $64K | 4.5% | 1 | 2 | 98 |
EIN 570144607 | STDOth | $17K | 1.2% | 1 | 1 | 14 |
EIN 060838648 | LOth | $7K | 0.5% | 1 | 1 | 122 |
Broker overview
12 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | — | INDEPENDENCE BLUE CROSS | $39K | $6K | $44K | 73.8% | 1 |
| TOMPKINS INSURANCE AGENCIES | BATAVIA, NY | STANDARD INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 16.7% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | STANDARD INSURANCE COMPANY | $3K | $795 | $4K | 6.6% | 1 |
| JENNIFER MCCLELLAN | REINHOLDS, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $537 | $706 | 1.2% | 1 |
| MELINDA DIANE SWARTLEY | TRAPPE, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $517 | $0 | $517 | 0.9% | 1 |
| DAVID J MCCLELLAN | REINHOLDS, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $47 | $286 | $333 | 0.6% | 1 |
| MARK J WEISHAAR | MALVERN, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $71 | $0 | $71 | 0.1% | 1 |
| LORENZO V CUTAIA | EGG HARBOR TOWNSHIP, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | $10 | $29 | 0.0% | 1 |
| PARKS BENEFITS & ENROLLMENT LLC | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $11 | $28 | 0.0% | 1 |
| MARKS BENEFIT MANAGEMENT LLC | FEYETTEVILLE, AR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $11 | $28 | 0.0% | 1 |
| VINCENT J ROWAN | PHILADELPHIA, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $0 | $15 | 0.0% | 1 |
| GARY D DAVIS | SEWELL, NJ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $3 | $6 | 0.0% | 1 |
History & trajectory
2 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