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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.6M | 42.4% | |
| Vision | $2.6M | 42.4% | |
| Other | $196K | 3.1% | |
| Life | $190K | 3.1% | |
| Short-term disability | $190K | 3.1% | |
| Long-term disability | $190K | 3.1% | |
| Dental | $186K | 3.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060633492 | HV | $2.6M | 87.4% | 1 | 1 | 399 |
EIN 060838648 | LSTDLTDOth | $190K | 6.3% | 1 | 1 | 216 |
EIN 135123390 | D | $186K | 6.2% | 1 | 1 | 184 |
EIN 871479566 | Oth | $6K | 0.2% | 1 | 1 | 194 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CREATIVE BENEFITS, INC. | NEWTOWN SQUARE, PA | HARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO. | $38K | $8K | $46K | 73.2% | 1 |
| ENROLLEASE | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $9K | $0 | $9K | 14.7% | 1 |
| KISTLER TIFFANY BENEFITS | BERWYN, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $8K | $8K | 12.1% | 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