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Sponsor portfolioWelfare / HealthEIN 27-4459831
CHISHOLM CHISHOLM & KILPATRICK, LTD.
321 S. MAIN STREET, SUITE 200 · PROVIDENCE, RI 02903
4013316300
- Plans filed
- 1
- Years active
- 2019–2026
- Industry
- NAICS 54
- Latest filing
- 2026
Total premiums (latest)
$2.5M
No prior year
Persons covered
436
No prior year
Total participants
385
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 | $2.2M | 87.1% | |
| Dental | $177K | 7.1% | |
| Long-term disability | $86K | 3.4% | |
| Life | $30K | 1.2% | |
| Vision | $28K | 1.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 050158952 | H | $2.2M | 87.1% | 1 | 1 | 387 |
EIN 050296998 | D | $177K | 7.1% | 1 | 1 | 373 |
EIN 390509570 | LLTD | $116K | 4.6% | 1 | 2 | 436 |
EIN 061227840 | V | $28K | 1.1% | 1 | 1 | 215 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | WARWICK, RI | BLUE CROSS BLUE SHIELD OF RHODE ISLAND, VISION SERVICE PLAN, DELTA DENTAL OF RHODE ISLAND | $10K | $71K | $80K | 75.5% | 1 |
| JEREMY FRYE & ASSOCIATES INC | PROVIDENCE, RI | NORTHWESTERN MUTUAL | $16K | $4K | $20K | 18.9% | 1 |
| PETER J WARREN | PROVIDENCE, RI | NORTHWESTERN MUTUAL | $2K | $623 | $2K | 2.2% | 1 |
| RUSSO GROUP LLC | NEW YORK, NY | NORTHWESTERN MUTUAL | $2K | $208 | $2K | 1.8% | 1 |
| TIMOTHY G MCCAHAN | PROVIDENCE, RI | NORTHWESTERN MUTUAL | $1K | $324 | $2K | 1.5% | 1 |
History & trajectory
8 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