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Sponsor portfolioWelfare / HealthEIN 23-2817942
GLOBAL TAX MANAGEMENT, INC.
656 EAST SWEDESFORD ROAD · WAYNE, PA 19087
4843954000
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$449K
No prior year
Persons covered
214
No prior year
Total participants
214
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 |
|---|---|---|---|
| Other | $309K | 24.4% | |
| Life | $273K | 21.5% | |
| Short-term disability | $273K | 21.5% | |
| Long-term disability | $273K | 21.5% | |
| Dental | $120K | 9.4% | |
| Vision | $20K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $294K | 65.4% | 1 | 2 | 214 |
EIN 930242990 | D | $120K | 26.7% | 1 | 1 | 175 |
EIN 061227840 | V | $20K | 4.5% | 1 | 1 | 169 |
EIN 861279290 | Oth | $16K | 3.5% | 1 | 1 | 213 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BOSTON, MA | STANDARD INSURANCE COMPANY, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $23K | $6K | $29K | 98.8% | 1 |
| JOHNSON KENDALL AND JOHNSON | NEWTON, PA | UNUM INSURANCE COMPANY | $333 | $17 | $350 | 1.2% | 1 |
History & trajectory
8 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