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Sponsor portfolioWelfare / HealthEIN 23-2892229
CUSTOMERS BANK
40 GENERAL WARREN BOULEVARD · MALVERN, PA 19355
2673274387
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$14.1M
No prior year
Persons covered
1,639
No prior year
Total participants
914
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 | $12.6M | 43.8% | |
| Prescription drug | $12.6M | 43.8% | |
| Other | $735K | 2.6% | |
| Life | $711K | 2.5% | |
| Short-term disability | $711K | 2.5% | |
| Long-term disability | $711K | 2.5% | |
| Dental | $628K | 2.2% | |
| Vision | $72K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231294723 | HRx | $12.6M | 89.8% | 1 | 1 | 1,503 |
EIN 221211670 | LSTDLTDOth | $711K | 5.1% | 1 | 1 | 871 |
EIN 231667011 | D | $628K | 4.5% | 1 | 1 | 1,639 |
EIN 061227840 | V | $72K | 0.5% | 1 | 1 | 737 |
EIN 233080019 | Oth | $25K | 0.2% | 1 | 1 | 862 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | — | HIGHMARK INC, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $201K | $0 | $201K | 89.0% | 1 |
| TOTALIS BENEFITS | CHICAGO, IL | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $33K | $33K | 14.6% | 1 |
| LOCKTON COMPANIES, LLC | DALLAS, TX | PRUDENTIAL INSURANCE COMPANY OF AMERICA | -$8K | $0 | -$8K | -3.7% | 1 |
History & trajectory
11 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