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Sponsor portfolioWelfare / HealthEIN 23-7017624

HEALTH CARE & REHABILITATION SERVICES

390 RIVER STREET · SPRINGFIELD, VT 05156
8028864567
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$396K
No prior year
Persons covered
501
No prior year
Total participants
515
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$396K
HEALTH CARE & REHABILITATION SERVICES HEALTH & WELFARE BENEFIT PLAN
Mixed501 covered·4 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$337K34.2%
Life$273K27.7%
Long-term disability$273K27.7%
Vision$59K5.9%
Short-term disability$45K4.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$318K80.2%12476
VISION SERVICE PLAN
EIN 061227840
V
$59K14.8%11340
INVEST EAP
EIN 036000264
Oth
$20K5.0%11501

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE RICHARDS GROUPBRATTLEBORO, VTCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$16K$2K$18K47.9%1
CALIBER BENEFITS GROUPBOSTON, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$7K$162$7K18.8%1
IMA, INC.BRATTLEBORO, VTUNUM LIFE INSURANCE COMPANY OF AMERICA$6K$284$6K16.0%1
ENROLLMENT SOLUTIONS LTDSUTTON, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$2K$4K9.4%1
ASHLEY FOLLISDURHAM, NHCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$954$110$1K2.9%1
RYAN PATRICK DEMPSEYHAVERHILL, MACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$654$76$7302.0%1
KARIN ANGELISPOMPANO BEACH, FLCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$563$63$6261.7%1
PIO ANDRES ORTIZENFIELD, CTCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$412$124$5361.4%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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