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Sponsor portfolioWelfare / HealthEIN 26-3945873

CADDICK UTILITIES, LLC

254 S. MAIN STREET · AMBLER, PA 19002
2156530260
Plans filed
2
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$901K
No prior year
Persons covered
244
No prior year
Total participants
244
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$732K
CADDICK UTILITIES, LLC GROUP MEDICAL PLAN
Self-funded119 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$169K
CADDICK UTILITIES, LLC EMPLOYEE BENEFIT PLAN
Fully insured125 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$732K46.9%
Life$168K10.7%
Other$166K10.6%
Dental$165K10.6%
Short-term disability$165K10.6%
Long-term disability$165K10.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$732K81.3%11119
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$165K18.3%11125
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$4K0.4%135
BLUE CROSS OF CALIFORNIA
EIN 232184623
$00.0%110
HM LIFE INSURANCE COMPANY
EIN 061041332
$00.0%110

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES R NELLIGAN & ASSOCIATES LLCALBANY, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$19K$3K$22K91.6%1
AMERIHEALTH ADMINISTRATORS INCEAGAN, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K7.6%1
BIDDLE INSURANCE SERVICESNEWTOWN SQUARE, PAAMERICAN HERITAGE LIFE INSURANCE COMPANY$176$0$1760.7%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDAMERICAN HERITAGE LIFE INSURANCE COMPANY$22$0$220.1%1

History & trajectory

11 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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