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Sponsor portfolioWelfare / HealthEIN 41-2262515

LIBERTY MANAGEMENT SERVICES, INC

6423 TOWPATH ROAD · EAST SYRACUSE, NY 13057
3154251004
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$8.4M
No prior year
Persons covered
907
No prior year
Total participants
941
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$8.4M
LIBERTY RESOURCES EMPLOYEE BENEFIT PLAN
Fully insured907 covered·3 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.7M74.8%
Dental$629K6.1%
Life$629K6.1%
Long-term disability$629K6.1%
Other$629K6.1%
Vision$70K0.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
H
$7.7M91.6%11452
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLLTDOth
$629K7.5%11907
VISION SERVICE PLAN
EIN 222777159
V
$70K0.8%11422

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KONA HR CONSULTING GROUP LLCWESTPORT, CTVISION SERVICE PLAN, EXCELLUS BLUE CROSS BLUE SHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$175K$0$175K100.0%1

History & trajectory

10 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
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