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Sponsor portfolioWelfare / HealthEIN 23-3398131

SAGEWELL HEALTHCARE BENEFITS TRUST

1501 REEDSDALE STREET SUITE 3005 · PITTSBURGH, PA 15233
4126977866
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$322.4M
No prior year
Persons covered
88,318
No prior year
Total participants
477,594
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$322.4M
SAGEWELL HEALTHCARE BENEFITS TRUST
Mixed88,318 covered·8 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$249.8M32.2%
Long-term disability$220.4M28.4%
Short-term disability$170.1M21.9%
Other$134.8M17.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$88.1M27.3%11641,848
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$80.8M25.0%18988,318
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$71.0M22.0%15234,444
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$43.2M13.4%11177,050
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$39.3M12.2%12214,198
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$3K0.0%11955

Broker overview

13 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BENEFIT ADVISORS SERVICES GROUP LLCPITTSBURGH, PALIFE INSURANCE COMPANY OF NORTH AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA$12.5M$4.0M$16.5M64.5%1
ALLIANT INSURANCE SERVICES, INC.PITTSBURGH, PALIFE INSURANCE COMPANY OF NORTH AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, LINCOLN NATIONAL LIFE INSURANCE COMPANY$3.5M$1.3M$4.7M18.5%1
SEDGWICK CLAIMS MANAGEMENT SERVICESMEMPHIS, TNPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$1.8M$1.8M6.9%1
AMERICAN BENEFITS AND COMPENSATIONNEW YORK, NYPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M$0$1.2M4.6%1
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$522K$0$522K2.0%1
BENEFIT ADVISORS SERVICESPITTSBURGH, PAUNUM LIFE INSURANCE COMPANY OF AMERICA, LIFE INSURANCE COMPANY OF NORTH AMERICA$381K$112K$493K1.9%1
AON CONSULTING INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$250K$250K1.0%1
EXPLAIN MY BENEFITS LLCOVIEDO, FLPRUDENTIAL INSURANCE COMPANY OF AMERICA$58K$0$58K0.2%1
AMERICAN BENEFITS CONSULTING LLCNEW YORK, NYLIFE INSURANCE COMPANY OF NORTH AMERICA$21K$0$21K0.1%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJLIFE INSURANCE COMPANY OF NORTH AMERICA$16K$0$16K0.1%1
CHARLES D ROBINSONONA, WVUNUM LIFE INSURANCE COMPANY OF AMERICA$13K$0$13K0.1%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$6K$6K0.0%1
THE JELLY VISION LAB INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$5K$5K0.0%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
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