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Sponsor portfolioWelfare / HealthEIN 33-3303535
EFPR ADVISORY LLC
100 SOUTH CLINTON AVENUE · ROCHESTER, NY 14604
5852950505
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$501K
No prior year
Persons covered
122
No prior year
Total participants
99
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 |
|---|---|---|---|
| Stop-loss | $356K | 58.7% | |
| Dental | $59K | 9.8% | |
| Vision | $59K | 9.8% | |
| Life | $47K | 7.7% | |
| Other | $47K | 7.7% | |
| Long-term disability | $25K | 4.2% | |
| Short-term disability | $13K | 2.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SL | $356K | 71.1% | 1 | 1 | 80 |
EIN 220832760 | LSTDLTDOth | $85K | 17.0% | 1 | 4 | 122 |
EIN 135123390 | DV | $59K | 11.8% | 1 | 1 | 80 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LAWLEY BENEFITS GROUP LLC | BUFFALO, NY | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12K | $7K | $19K | 99.9% | 1 |
| ALLIANCE FINANCIAL NETWORK | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $12 | $0 | $12 | 0.1% | 1 |
Policy details
Latest year, by plan