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Sponsor portfolioWelfare / HealthEIN 47-2523848

BLEAKLEY FINANCIAL GROUP, LLC

300 KIMBALL DRIVE · PARSIPPANY, NJ 07054
9735754180
Plans filed
3
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
441
No prior year
Total participants
493
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$677K
BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN
Self-funded125 covered·1 carrier
Primary: HCC LIFE INSURANCE COMPANY
Plan #503$271K
BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN
Fully insured167 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$199K
BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN
Fully insured149 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$677K34.2%
Short-term disability$271K13.7%
Life$210K10.6%
Long-term disability$210K10.6%
Other$210K10.6%
Dental$199K10.1%
Vision$199K10.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$677K59.0%11125
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$271K23.6%12167
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$199K17.4%11149

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDMELVILLE, NYSUN LIFE ASSURANCE COMPANY OF CANADA$41K$7K$48K56.7%1
PATRIOT GROWTH INSURANCE SERVICESWOODBRIDGE, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$14K$0$14K17.0%1
ENROLLEASEBERWYN, PASUN LIFE ASSURANCE COMPANY OF CANADA$13K$0$13K15.3%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$0$9K$9K11.0%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
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