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Sponsor portfolioWelfare / HealthEIN 27-2449301
STORAGE ASSET MANAGEMENT, LLC
3501 CONCORD ROAD · YORK, PA 17402
7177185534
- Plans filed
- 2
- Years active
- 2019–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,035
No prior year
Total participants
1,036
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 |
|---|---|---|---|
| Stop-loss | $897K | 16.9% | |
| Dental | $879K | 16.6% | |
| Vision | $879K | 16.6% | |
| Short-term disability | $879K | 16.6% | |
| Long-term disability | $879K | 16.6% | |
| Other | $879K | 16.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521996029 | SL | $897K | 50.5% | 1 | 1 | 330 |
EIN 381082080 | DVSTDLTDOth | $879K | 49.5% | 1 | 1 | 705 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC. | LANCASTER, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | $70K | $0 | $70K | 65.5% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $37K | $37K | 34.5% | 1 |
History & trajectory
6 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