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Sponsor portfolioWelfare / HealthEIN 24-0829843

THE ADVOCACY ALLIANCE

846 JEFFERSON AVE · SCRANTON, PA 185101032
5703427762
Plans filed
2
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$793K
No prior year
Persons covered
292
No prior year
Total participants
205
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$611K
THE ADVOCACY ALLIANCE GROUP MEDICAL PLAN (502)
Self-funded100 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #501$183K
THE ADVOCACY ALLIANCE WELFARE BENEFIT PLAN (501)
Fully insured192 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$611K46.4%
Dental$174K13.2%
Life$174K13.2%
Short-term disability$174K13.2%
Other$174K13.2%
Vision$9K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$611K77.0%11100
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DLSTDOth
$174K22.0%11192
BLUE CROSS OF CALIFORNIA
EIN 231294723
V
$9K1.1%11153

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KISTLER TIFFANY BENEFITSBERWYN, PAPRINCIPAL LIFE INSURANCE COMPANY$27K$12K$40K83.2%1
ENROLLEASEBERWYN, PAPRINCIPAL LIFE INSURANCE COMPANY$0$8K$8K15.7%1
JOSEPH P CALARCO—HIGHMARK, INC$512$0$5121.1%1

History & trajectory

7 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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