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Sponsor portfolioWelfare / HealthEIN 26-0006710

GIFT & ASSOCIATES, LLC

1205 MANOR DRIVE · MECHANICSBURG, PA 17055
7177663555
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$213K
No prior year
Persons covered
48
No prior year
Total participants
33
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$213K
GIFT & ASSOCIATES EMPLOYEE BENEFIT PLAN
Mixed48 covered·5 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$186K86.6%
Dental$18K8.5%
Vision$4K1.8%
Long-term disability$3K1.5%
Life$2K0.8%
Other$2K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$186K87.3%1133
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$18K8.6%1142
BLUE CROSS OF CALIFORNIA
EIN 231294723
V
$4K1.8%1148
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LTD
$3K1.5%112
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$2K0.8%1140

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERS—AMERICAN UNITED LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY$2K$0$2K89.0%1
MOWERY ASSOCIATESLEMOYNE, PAHIGHMARK, INC.$229$0$22911.0%1

History & trajectory

2 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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