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Sponsor portfolioWelfare / HealthEIN 23-3025990
LISTRAK INC.
100 WEST MILLPORT RD · LITITZ, PA 17543
7176276080
- Plans filed
- 2
- Years active
- 2016–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$550K
No prior year
Persons covered
594
No prior year
Total participants
337
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $521K | 19.8% | |
| Life | $521K | 19.8% | |
| Short-term disability | $521K | 19.8% | |
| Long-term disability | $521K | 19.8% | |
| Other | $521K | 19.8% | |
| Vision | $29K | 1.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DLSTDLTDOth | $521K | 94.7% | 1 | 1 | 329 |
EIN 455492167 | V | $29K | 5.3% | 1 | 1 | 594 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC. | LANCASTER, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, CAPITAL ADVANTAGE ASSURANCE COMPANY | $29K | $855 | $30K | 55.7% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $24K | $24K | 44.3% | 1 |
History & trajectory
9 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