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Sponsor portfolioWelfare / HealthEIN 23-7825575

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD, SUITE 1200 · JENKINTOWN, PA 19046
2152773010
Plans filed
1
Years active
2022–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
399
No prior year
Total participants
216
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.0M
NATIONAL PHILANTHROPIC TRUST WELFARE BENEFIT PLAN
Fully insured399 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M42.4%
Vision$2.6M42.4%
Other$196K3.1%
Life$190K3.1%
Short-term disability$190K3.1%
Long-term disability$190K3.1%
Dental$186K3.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 060633492
HV
$2.6M87.4%11399
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$190K6.3%11216
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$186K6.2%11184
ALLONE HEALTH
EIN 871479566
Oth
$6K0.2%11194

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CREATIVE BENEFITS, INC.NEWTOWN SQUARE, PAHARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO.$38K$8K$46K73.2%1
ENROLLEASEATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9K$0$9K14.7%1
KISTLER TIFFANY BENEFITSBERWYN, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K12.1%1

History & trajectory

4 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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