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Sponsor portfolioWelfare / HealthEIN 26-2343816

TARGETED SOLUTIONS, LLC

169 TUKERTON RD · READING, PA 19605
4845772151
Plans filed
2
Years active
2022–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$461K
No prior year
Persons covered
268
No prior year
Total participants
268
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$359K
TARGETED SOLUTIONS GROUP MEDICAL PLAN
Self-funded122 covered·2 carriers
Primary: AVALON INSURANCE COMPANY
Plan #502$102K
TARGETED SOLUTIONS GROUP INSURANCE PLAN
Fully insured146 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$359K68.6%
Dental$59K11.3%
Vision$59K11.3%
Short-term disability$26K5.0%
Long-term disability$14K2.7%
Life$3K0.6%
Other$3K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AVALON INSURANCE COMPANY
EIN 760801682
SL
$358K77.8%11122
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$59K12.8%11118
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$43K9.4%13146
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 521996029
SL
$2050.0%110
ADP
EIN 221467904
$00.0%110

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESWYOMISSING, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$4K$1K$6K40.4%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJUNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$3K$2K$5K35.7%1
POWER-KUNKLE GROUP INCWYOMISSING, PASUN LIFE ASSURANCE COMPANY OF CANADA$3K$0$3K19.4%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$649$6494.5%1

History & trajectory

4 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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