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Sponsor portfolioWelfare / HealthEIN 27-3779761
THE EXPERT INSTITUTE
30 BROAD STREET · NEW YORK CITY, NY 10004
6467235825
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$30K
No prior year
Persons covered
168
No prior year
Total participants
168
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 |
|---|---|---|---|
| Other | $30K | 30.3% | |
| Dental | $19K | 19.4% | |
| Vision | $19K | 19.4% | |
| Life | $10K | 10.3% | |
| Short-term disability | $10K | 10.3% | |
| Long-term disability | $10K | 10.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620506281 | DVLSTDLTDOth | $29K | 97.8% | 1 | 2 | 168 |
EIN 731016728 | Oth | $658 | 2.2% | 1 | 1 | 18 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENNIE INSURANCE, LLC | NEW YORK, NY | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $2K | $427 | $2K | 58.8% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $0 | $2K | $2K | 40.2% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $22 | $14 | $36 | 0.9% | 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