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Sponsor portfolioWelfare / HealthEIN 25-1584038
JAMES, SMITH, DIETTERICK & CONNELLY, LLP
11 EAST CHOCOLATE AVENUE, SUITE 300 · HERSHEY, PA 17033
7175333280
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$165K
No prior year
Persons covered
39
No prior year
Total participants
39
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 |
|---|---|---|---|
| Stop-loss | $90K | 25.9% | |
| Life | $61K | 17.5% | |
| Short-term disability | $61K | 17.5% | |
| Long-term disability | $61K | 17.5% | |
| Other | $61K | 17.5% | |
| Dental | $12K | 3.4% | |
| Vision | $2K | 0.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 760801682 | SL | $83K | 50.2% | 1 | 1 | 27 |
EIN 010278678 | LSTDLTDOth | $61K | 37.0% | 1 | 1 | 39 |
EIN 231661402 | D | $12K | 7.1% | 1 | 1 | 24 |
EIN 222005057 | SL | $7K | 4.5% | 1 | 1 | 0 |
EIN 113051991 | V | $2K | 1.2% | 1 | 1 | 22 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | LEMOYNE, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6K | $0 | $6K | 81.4% | 1 |
| PCI INSURANCE AGENCY | HARRISBURG, PA | DAVIS VISION, UNITED CONCORDIA COMPANIES, INC. | $1K | $0 | $1K | 18.6% | 1 |
History & trajectory
3 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