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Sponsor portfolioWelfare / HealthEIN 34-2037648
SURGENT MCCOY CPE, LLC
201 N. KING OF PRUSSIA ROAD · RADNOR, PA 19087
6109949634
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
261
No prior year
Total participants
188
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 | $1.7M | 59.0% | |
| Prescription drug | $413K | 14.6% | |
| Other | $141K | 5.0% | |
| Life | $132K | 4.7% | |
| Short-term disability | $132K | 4.7% | |
| Long-term disability | $132K | 4.7% | |
| Dental | $105K | 3.7% | |
| Vision | $105K | 3.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232184623 | HRx | $2.1M | 89.5% | 1 | 3 | 225 |
EIN 135581829 | LSTDLTDOth | $141K | 6.1% | 1 | 2 | 261 |
EIN 066033492 | DV | $105K | 4.5% | 1 | 1 | 242 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | BERWYN, PA | METROPOLITAN LIFE INSURANCE COMPANY, INDEPENDENCE BLUE CROSS, AETNA LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $103K | $23K | $126K | 88.3% | 1 |
| GCG FINANCIAL LLC | PITTSBURGH, PA | METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $7K | $10K | $17K | 11.7% | 1 |
History & trajectory
5 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