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Sponsor portfolioWelfare / HealthEIN 46-1485037

ALTERRA PROPERTY GROUP, LLC

414 S. 16TH STREET, SUITE 100 · PHILADELPHIA, PA 19146
2156676830
Plans filed
2
Years active
2024–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$638K
No prior year
Persons covered
312
No prior year
Total participants
237
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$473K
ALTERRA PROPERTY GROUP, LLC GROUP MEDICAL PLAN
Self-funded107 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY
Plan #502$165K
ALTERRA PROPERTY GROUP, LLC GROUP INSURANCE PLAN
Fully insured205 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$473K40.0%
Dental$136K11.5%
Vision$136K11.5%
Life$136K11.5%
Short-term disability$136K11.5%
Long-term disability$136K11.5%
Other$29K2.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$473K74.1%11107
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTD
$136K21.3%11205
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$29K4.6%1131
TELADOC
EIN 043705970
$00.0%110
HM LIFE INSURANCE COMPANY
EIN 061041332
$00.0%110

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE SAFEGARD GROUP INCMEDIA, PAPRINCIPAL LIFE INSURANCE COMPANY$14K$1K$15K45.4%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJPRINCIPAL LIFE INSURANCE COMPANY$0$8K$8K24.6%1
ROTH VOLUNTARY BENEFIT SERVICES INCBEAR, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$956$5K15.8%1
PATRIOT GROWTH INSURANCE SERVICESMEDIA, PACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$489$4K13.3%1
O'NEILL VOLUNTARY BENEFIT SERVICESHOCKESSIN, DECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$216$0$2160.7%1
ASSUREDPARTNERSWESBURY, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$60$0$600.2%1
ARTHUR JOSEPH LIGGIOWEST DEPTFORD, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%1
MCO PARTNERS LLCNEW YORK, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$11$0$110.0%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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