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Sponsor portfolioWelfare / HealthEIN 26-0074903
COMPLETE DISCOVERY SOURCE
250 PARK AVENUE, 18TH FLOOR · NEW YORK, NY 10177
2128137058
- Plans filed
- 5
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
319
No prior year
Total participants
191
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #504$3.0M
COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLAN
Fully insured319 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #503$113K
COMPLETE DISCOVERY SOURCE
Fully insured262 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$0
UNUM SHORT TERM DISABILITY (STD)
Fully insured168 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #502$0
UNUM GROUP TERM LIFE
Fully insured168 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #506$0
UNUM LONG TERM DISABILITY
Fully insured168 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.9M | 24.2% | |
| Dental | $2.9M | 24.2% | |
| Vision | $2.9M | 24.2% | |
| Prescription drug | $2.9M | 24.2% | |
| Life | $96K | 0.8% | |
| Short-term disability | $96K | 0.8% | |
| Long-term disability | $96K | 0.8% | |
| Other | $96K | 0.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxDV | $2.9M | 96.7% | 1 | 1 | 319 |
EIN 131898173 | LSTDLTDOth | $96K | 3.3% | 1 | 1 | 191 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAYCHEX INSURANCE AGENCY, INC. | ROCHESTER, NY | FIRST UNUM LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $126K | $5K | $132K | 100.0% | 1 |
History & trajectory
9 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