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Sponsor portfolioWelfare / HealthEIN 23-7255573

DIVISION 1181 ATU - NEW YORK WELFARE FUND

20 NORTH CENTRAL AVENUE · VALLEY STREAM, NY 11580
7188455800
Plans filed
1
Years active
2015–2024
Industry
NAICS 48
Latest filing
2024
Total premiums (latest)
$3.4M
No prior year
Persons covered
9,459
No prior year
Total participants
9,678
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$3.4M
DIVISION 1181 ATU - NEW YORK WELFARE FUND
Mixed9,459 covered·2 carriers
Primary: LINCOLN LIFE AND ANNUITY CO OF NY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.4M67.3%
Life$1.6M32.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SHELTERPOINT LIFE INSURANCE COMPANY
EIN 112284118
Oth
$1.7M51.5%123,576
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LOth
$1.6M48.5%119,459

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSELMWOOD PARK, NJLINCOLN LIFE AND ANNUITY CO OF NY$0$134K$134K63.7%1
JOSEPH L SORICELLIVALHALLA, NYSHELTERPOINT LIFE INSURANCE COMPANY$75K$0$75K35.8%1
ACRISURE LLCCHESTER, NJLINCOLN LIFE AND ANNUITY CO OF NY$1K$0$1K0.5%1

History & trajectory

10 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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