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Sponsor portfolioWelfare / HealthEIN 43-3855454

OLIVETREE MANAGEMENT

300 BLVD OF THE AMERICAS SUITE 104 · LAKEWOOD, NJ 08701
7325231392
Plans filed
1
Years active
2024–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$0
No prior year
Persons covered
2
No prior year
Total participants
2
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$0
OLIVE TREE MANAGEMENT BENEFIT PLAN
Fully insured2 covered·1 carrier
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
$00.0%112

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
YITZCHAK GOTTESMANLAKEWOOD, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$996$529$2K86.7%1
GARY D DAVISSEWELL, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$63$59$1226.9%1
LORENZO V CUTAIAEGG HARBOR TOWNSHIP, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$63$49$1126.4%1

History & trajectory

2 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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