PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WHITTIER EMPLOYEE RESOURCES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-2549460

WHITTIER EMPLOYEE RESOURCES, INC.

25-35 RAILROAD SQUARE · HAVERHILL, MA 01832
9785565909
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$643K
No prior year
Persons covered
1,827
No prior year
Total participants
426
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$643K
WHITTIER EMPLOYEE RESOURCES, INC. WELFARE BENEFIT PLAN
Fully insured1,827 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$335K23.0%
Dental$335K23.0%
Vision$335K23.0%
Life$234K16.0%
Short-term disability$116K7.9%
Long-term disability$58K4.0%
Other$46K3.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$335K52.1%111,827
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$161K25.0%14666
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTD
$100K15.6%1248
TRUSTMARK INSURANCE COMPANY
EIN 360792925
LSTDOth
$47K7.4%1251
PROGRESSIVE BENEFIT SOLUTIONS, LLC
EIN 562475468
$00.0%1146

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CAVENEY INSURANCE GROUPCHELMSFORD, MATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17K$0$17K42.4%1
JENNIFER GERVASIOJOHNSTON, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$15K$0$15K36.7%1
USI INSURANCE SERVICES LLCMERIDEN, CTUNITEDHEALTHCARE INSURANCE COMPANY$2K$1K$4K8.8%1
J KING INSURANCE INCEAST GREENWICH, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$276$2K4.2%1
LAURIE SEUBERTEAST GREENWICH, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$160$2K3.8%1
AP GLOBAL INSURANCE SERVICES LLCHOPKINTON, MATRUSTMARK INSURANCE COMPANY$2K$0$2K3.8%1
KIMBERLY CATHERINE ST. ONGENARRAGANSETT, RICOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$64$5$690.2%1
N/A—PROGRESSIVE BENEFIT SOLUTIONS, LLC$0$50$500.1%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica