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Sponsor portfolioWelfare / HealthEIN 26-4328600
FIRST REALTY MANAGEMENT INC
301 EXCHANGE BOULEVARD #200 · ROCHESTER, NY 14608
5852321760
- Plans filed
- 2
- Years active
- 2022–2024
- Industry
- NAICS 81
- Latest filing
- 2024
Total premiums (latest)
$353K
No prior year
Persons covered
73
No prior year
Total participants
72
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $274K | 52.9% | |
| Life | $55K | 10.7% | |
| Short-term disability | $55K | 10.7% | |
| Long-term disability | $55K | 10.7% | |
| Other | $55K | 10.7% | |
| Dental | $20K | 3.8% | |
| Vision | $3K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $274K | 77.8% | 1 | 1 | 48 |
EIN 135123390 | LSTDLTDOth | $55K | 15.7% | 1 | 1 | 73 |
EIN 220832760 | D | $20K | 5.6% | 1 | 1 | 32 |
EIN 222777159 | V | $3K | 0.9% | 1 | 1 | 36 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ROCHESTER, NY | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, GUARDIAN, AETNA LIFE INSURANCE CO, VISION SERVICE PLAN | $20K | $1K | $21K | 97.7% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $0 | $270 | $270 | 1.3% | 1 |
| ALLIANCE ADVISORY GRP INC | — | GUARDIAN | $216 | $0 | $216 | 1.0% | 1 |
History & trajectory
3 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