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Sponsor portfolioWelfare / HealthEIN 23-7078882

SETTLEMENT HOUSING FUND

247 WEST 37TH STREET 4TH FLOOR · NEW YORK, NY 10018
2122656530
Plans filed
1
Years active
2021–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
136
No prior year
Total participants
136
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
SETTLEMENT HOUSING FUND HEALTH AND WELFARE PLAN
Fully insured136 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M32.2%
Dental$1.7M32.2%
Vision$1.7M32.2%
Other$53K1.0%
Life$39K0.8%
Short-term disability$39K0.8%
Long-term disability$39K0.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$1.7M96.9%11112
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
LSTDLTDOth
$52K3.0%12136
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$9070.1%1118

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.DENVER, COUNITEDHEALTHCARE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$60K$1K$62K82.3%1
CORPORATE SYNERGIES GROUP LLCNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$12K$296$12K16.1%1
NEW CHARTERS LLCELIZABETH, NJPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$545$0$5450.7%1
DERIA WEBBEAST ORANGE, NJPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$362$0$3620.5%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$193$118$3110.4%1

History & trajectory

5 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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