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Sponsor portfolioWelfare / HealthEIN 27-1557796
BALLENTINE PARTNERS, LLC
230 THIRD AVE · WALTHAM, MA 02451
7813141300
- Plans filed
- 3
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$251K
No prior year
Persons covered
434
No prior year
Total participants
365
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$158K
BALLENTINE CONSOLIDATED DENTAL PLAN
Fully insured306 covered·1 carrier
Primary: DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.
Plan #501$94K
BALLENTINE CONSOLIDATED WELFARE BENEFIT PLAN
Mixed128 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #503$0
BALLENTINE PARTNERS
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $158K | 29.6% | |
| Vision | $94K | 17.6% | |
| Life | $94K | 17.6% | |
| Long-term disability | $94K | 17.6% | |
| Other | $94K | 17.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 020273013 | D | $158K | 62.8% | 1 | 1 | 306 |
EIN 135123390 | VLLTDOth | $94K | 37.2% | 1 | 1 | 128 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CRONIN GERVINO & WARLICK INC | AUBURN, NH | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. | $15K | $4K | $19K | 100.0% | 2 |
History & trajectory
4 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