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Sponsor portfolioWelfare / HealthEIN 27-0011392
CAVALRY PORTFOLIO SERVICES, LLC
1 AMERICAN LANE · GREENWICH, CT 06831
9143473440
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
237
No prior year
Total participants
229
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $826K | 73.0% | |
| Dental | $120K | 10.6% | |
| Other | $81K | 7.2% | |
| Long-term disability | $65K | 5.7% | |
| Short-term disability | $22K | 2.0% | |
| Life | $17K | 1.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 020311919 | SL | $826K | 74.1% | 1 | 2 | 164 |
EIN 470322111 | LSTDLTDOth | $168K | 15.1% | 1 | 4 | 226 |
EIN 135123390 | D | $120K | 10.8% | 1 | 1 | 237 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CHARLES GOODMAN CONSULTING LTD | BRIARCLIFF MANOR, NY | MUTUAL OF OMAHA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $27K | $0 | $27K | 87.8% | 1 |
| CROSS INSURANCE | BRIARCLIFF MANOR, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 12.2% | 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