Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 47-2003394
WILLOW WEALTH
300 PARK AVENUE, FLOOR 15 · NEW YORK, NY 10022
8449435378
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$139K
No prior year
Persons covered
91
No prior year
Total participants
84
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 |
|---|---|---|---|
| Dental | $98K | 30.9% | |
| Vision | $98K | 30.9% | |
| Life | $40K | 12.7% | |
| Long-term disability | $40K | 12.7% | |
| Other | $40K | 12.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DV | $98K | 70.8% | 1 | 1 | 73 |
EIN 420127290 | LLTDOth | $40K | 29.2% | 1 | 1 | 91 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ADVOCATE, INC. | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $12K | $0 | $12K | 63.2% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $0 | $7K | $7K | 36.8% | 1 |
History & trajectory
3 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