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Sponsor portfolioWelfare / HealthEIN 25-0925399

C.A. CURTZE COMPANY

1717 E 12TH STREET · ERIE, PA 165111723
8144522281
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$5.5M
No prior year
Persons covered
771
No prior year
Total participants
470
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.5M
C.A. CURTZE COMPANY WELFARE PLAN
Mixed771 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.3M96.6%
Other$112K2.0%
Vision$39K0.7%
Life$38K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$5.3M97.3%11771
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$112K2.0%13481
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$39K0.7%12346

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LILLIS MCKIBBEN BONGIOVANNI & COERIE, PAAETNA LIFE INSURANCE CO, UNITED OF OMAHA LIFE INSURANCE COMPANY$77K$7K$84K93.8%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYUNITED OF OMAHA LIFE INSURANCE COMPANY$0$6K$6K6.2%1

History & trajectory

11 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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