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Sponsor portfolioWelfare / HealthEIN 27-1347054
IVYSTONE GROUP, LLC
301 COMMERCE DRIVE · EXTON, PA 19341
6105246400
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$395K
No prior year
Persons covered
73
No prior year
Total participants
50
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 |
|---|---|---|---|
| Health | $322K | 69.1% | |
| Dental | $72K | 15.5% | |
| Other | $72K | 15.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $322K | 81.7% | 1 | 1 | 55 |
EIN 381082080 | DOth | $72K | 18.3% | 1 | 1 | 73 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA | $34K | $1K | $35K | 65.5% | 1 |
| POTOMAC BASIN GROUP ASSOC LLC | BELTSVILLE, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $10K | $10K | 18.8% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $5K | $5K | 9.7% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $3K | $3K | 5.5% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $269 | $269 | 0.5% | 1 |
History & trajectory
9 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