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Sponsor portfolioWelfare / HealthEIN 32-0178959
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
140 BROADWAY · NEW YORK, NY 10005
2123131200
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
217
No prior year
Total participants
175
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #501$4.1M
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION WELFARE BENEFITS PLAN
Fully insured217 covered·8 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #502$5K
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION EMPLOYEE ASSISTANCE PLAN
Fully insured144 covered·1 carrier
Primary: MAGELLAN BEHAVIORAL HEALTH
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.7M | 31.6% | |
| Prescription drug | $3.6M | 30.8% | |
| Dental | $3.5M | 30.0% | |
| Other | $219K | 1.9% | |
| Life | $212K | 1.8% | |
| Short-term disability | $212K | 1.8% | |
| Long-term disability | $212K | 1.8% | |
| Vision | $36K | 0.3% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxD | $3.5M | 86.8% | 1 | 1 | 217 |
EIN 221211670 | LSTDLTDOth | $212K | 5.2% | 1 | 1 | 172 |
EIN 731128555 | H | $153K | 3.8% | 1 | 1 | 48 |
EIN 204308924 | Rx | $95K | 2.3% | 1 | 1 | 46 |
EIN 222777159 | V | $36K | 0.9% | 1 | 1 | 152 |
EIN 204308924 | H | $34K | 0.8% | 1 | 1 | 46 |
EIN 731016728 | Oth | $5K | 0.1% | 1 | 1 | 34 |
EIN 131963496 | Oth | $2K | 0.0% | 1 | 1 | 172 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC | MOUNT LAUREL, NJ | UNITED AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN, AETNA LIFE INSURANCE CO., PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, NIAGARA HEALTH AND LIFE | $38K | $30 | $38K | 59.1% | 1 |
| AMWINS | NORTH KINGSTOWN, RI | UNITED AMERICAN INSURANCE COMPANY, NIAGARA HEALTH AND LIFE, ELIXIR INSURANCE COMPANY | $26K | $0 | $26K | 39.8% | 1 |
| A SECURE YOU INC | EAST AMHERST, NY | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $396 | $0 | $396 | 0.6% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | WASHINGTON, DC | FEDERAL INSURANCE COMPANY | $225 | $8 | $233 | 0.4% | 1 |
| NEW CHARTERS LLC | ELIZABETH, NJ | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $40 | $0 | $40 | 0.1% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $28 | $28 | 0.0% | 1 |
History & trajectory
11 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