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Sponsor portfolioWelfare / HealthEIN 33-2457480

INSERO ADVISORS, LLC

300 CLINTON SQUARE · ROCHESTER, NY 14604
5856979648
Plans filed
1
Years active
2025–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
135
No prior year
Total participants
121
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.5M
HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO ADVISORS LLC
Fully insured135 covered·5 carriers
Primary: EXCELLUS BLUECROSS BLUESHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M43.1%
Prescription drug$1.4M43.1%
Other$101K3.2%
Life$88K2.8%
Short-term disability$88K2.8%
Long-term disability$88K2.8%
Dental$62K2.0%
Vision$11K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxD
$1.4M92.7%1377
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
LSTDLTDOth
$88K5.8%11116
VISION SERVICE PLAN
EIN 222777159
V
$11K0.7%1170
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 133176850
Oth
$9K0.6%1137
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$4K0.2%11135

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONSILIARIUM GROUP LLCPITTSFORD, NYMUTUAL OF OMAHA INSURANCE COMPANY, FIRST RELIANCE STANDARD, EXCELLUS BLUECROSS BLUESHIELD, VISION SERVICE PLAN$71K$0$71K100.0%1

Policy details

Latest year, by plan
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