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Sponsor portfolioWelfare / HealthEIN 35-2529847
BAKERLY, LLC
4300 EAST BRADEN BLVD. · EASTON, PA 18040
6108295204
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 31
- Latest filing
- 2025
Total premiums (latest)
$272K
No prior year
Persons covered
296
No prior year
Total participants
296
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 |
|---|---|---|---|
| Life | $154K | 21.0% | |
| Short-term disability | $154K | 21.0% | |
| Long-term disability | $154K | 21.0% | |
| Other | $154K | 21.0% | |
| Dental | $93K | 12.7% | |
| Vision | $25K | 3.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $154K | 56.5% | 1 | 1 | 296 |
EIN 381082080 | D | $93K | 34.1% | 1 | 1 | 217 |
EIN 930242990 | V | $25K | 9.3% | 1 | 1 | 202 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | HARTFORD LIFE AND ACCIDENT, SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY | $20K | $17K | $37K | 74.5% | 1 |
| THE EQUINOX AGENCY LLC | EMMAUS, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY | $13K | $0 | $13K | 25.5% | 1 |
History & trajectory
4 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