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Sponsor portfolioWelfare / HealthEIN 26-3758621

SHEN MILSOM & WILKE, LLC

275 MADISON AVENUE · NEW YORK, NY 10016
2127256800
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$35K
No prior year
Persons covered
115
No prior year
Total participants
115
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$35K
SHEN MILSOM & WILKE, LLC FLEXIBLE BENEFITS PLAN
Mixed115 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$35K50.0%
Other$35K50.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LOth
$35K100.0%11115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJFIRST UNUM LIFE INSURANCE COMPANY$5K$1K$6K100.0%1

History & trajectory

8 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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