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Sponsor portfolioWelfare / HealthEIN 25-0974214
WIDGET FEDERAL CREDIT UNION
d/b/a DBA WIDGET FINANCIAL
2154 EAST LAKE ROAD · ERIE, PA 165111140
8144566231
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$126K
No prior year
Persons covered
146
No prior year
Total participants
133
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $62K | 24.7% | |
| Long-term disability | $62K | 24.7% | |
| Other | $62K | 24.7% | |
| Dental | $52K | 20.8% | |
| Vision | $13K | 5.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | LLTDOth | $62K | 48.9% | 1 | 1 | 146 |
EIN 381082080 | D | $52K | 41.2% | 1 | 1 | 107 |
EIN 251149206 | V | $13K | 9.9% | 1 | 1 | 103 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LILLIS MCKIBBEN BONGIOVANNI & CO | ERIE, PA | VISION BENEFITS OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | $591 | $10K | 70.5% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | PRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 27.7% | 1 |
| MANUFACTURER & BUSINESS ASSOCIATION | ERIE, PA | VISION BENEFITS OF AMERICA | $248 | $0 | $248 | 1.8% | 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