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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.4M | 43.1% | |
| Prescription drug | $1.4M | 43.1% | |
| Other | $101K | 3.2% | |
| Life | $88K | 2.8% | |
| Short-term disability | $88K | 2.8% | |
| Long-term disability | $88K | 2.8% | |
| Dental | $62K | 2.0% | |
| Vision | $11K | 0.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRxD | $1.4M | 92.7% | 1 | 3 | 77 |
EIN 470246511 | LSTDLTDOth | $88K | 5.8% | 1 | 1 | 116 |
EIN 222777159 | V | $11K | 0.7% | 1 | 1 | 70 |
EIN 133176850 | Oth | $9K | 0.6% | 1 | 1 | 37 |
EIN 222762686 | Oth | $4K | 0.2% | 1 | 1 | 135 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CONSILIARIUM GROUP LLC | PITTSFORD, NY | MUTUAL OF OMAHA INSURANCE COMPANY, FIRST RELIANCE STANDARD, EXCELLUS BLUECROSS BLUESHIELD, VISION SERVICE PLAN | $71K | $0 | $71K | 100.0% | 1 |
Policy details
Latest year, by plan