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Sponsor portfolioWelfare / HealthEIN 25-1685793
DONNELLY-BOLAND & ASSOCIATES
2801 CUSTER AVENUE, SUITE G · PITTSBURGH, PA 15227
4128825383
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
415
No prior year
Total participants
481
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 |
|---|---|---|---|
| Prescription drug | $3.0M | 78.2% | |
| Dental | $210K | 5.5% | |
| Vision | $210K | 5.5% | |
| Life | $137K | 3.6% | |
| Long-term disability | $137K | 3.6% | |
| Other | $137K | 3.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 462824626 | RxDV | $3.2M | 95.9% | 1 | 31 | 269 |
EIN 381082080 | LLTDOth | $137K | 4.1% | 1 | 1 | 415 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LIBERTY INSURANCE SERVICES | PITTSBURGH, PA | UPMC HEALTH OPTIONS, UPMC HEALTH BENEFITS | $65K | $0 | $65K | 75.3% | 1 |
| DANIEL DESTEFANO | MCMURRAY, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, UPMC HEALTH OPTIONS | $14K | $0 | $14K | 16.7% | 1 |
| DMC BENEFITS INC | WESTLAKE, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $0 | $7K | 8.0% | 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