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Sponsor portfolioWelfare / HealthEIN 25-1577831

PETERSON BROS., INC.

5340 FRYLING RD, SUITE 100 · ERIE, PA 16510
8148979000
Plans filed
2
Years active
2015–2024
Industry
NAICS 51
Latest filing
2024
Total premiums (latest)
$603K
No prior year
Persons covered
383
No prior year
Total participants
383
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #507$535K
PETERSON BROS., INC. GROUP MEDICAL PLAN (507)
Self-funded67 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #506$68K
PETERSON BROTHERS HEALTH AND WELFARE PLAN (506)
Mixed316 covered·5 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$535K88.7%
Long-term disability$31K5.2%
Life$13K2.2%
Other$12K1.9%
Vision$8K1.4%
Short-term disability$3K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$535K88.7%1167
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
VLSTDLTDOth
$60K9.9%1573
WORKPARTNERS
EIN 251799823
Oth
$7K1.2%11316
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$7500.1%110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LILLIS MCKIBBEN BONGIOVANNI & COERIE, PAHARTFORD LIFE AND ACCIDENT, LIFE INSURANCE COMPANY OF AMERICA, LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION BENEFITS OF AMERICA$6K$23$6K100.0%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
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