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Sponsor portfolioWelfare / HealthEIN 45-2969502

NATIONWIDE MORTGAGE BANKERS, INC.

1305 WALT WHITMAN ROAD · MELVILLE, NY 11747
5164672024
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$222K
No prior year
Persons covered
326
No prior year
Total participants
184
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$222K
NATIONWIDE MORTGAGE BANKERS, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured326 covered·2 carriers
Primary: PRINCIPAL

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$186K31.3%
Vision$186K31.3%
Life$186K31.3%
Health$36K6.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL
EIN 420127290
DVL
$186K83.9%11326
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
H
$36K16.1%1351

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACUMEN ADVISORS INC—PRINCIPAL, PROVIDENT LIFE$15K$0$15K53.1%1
PROFESSIONAL GROUP PLANS INC—PRINCIPAL$0$9K$9K31.3%1
DAVID J MCCLELLAN—PROVIDENT LIFE$4K$0$4K12.1%1
ACUMAN SOLUTIONS GROUP—PROVIDENT LIFE$1K$0$1K3.5%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
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