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Sponsor portfolioWelfare / HealthEIN 51-0378135

THE SIEGFRIED GROUP, LLP

1201 NORTH MARKET STREET · WILMINGTON, DE 19801
3029841800
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$715K
No prior year
Persons covered
1,371
No prior year
Total participants
1,373
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$715K
THE SIEGFRIED GROUP, LLP WELFARE BENEFITS PLAN
Mixed1,371 covered·3 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$600K32.0%
Life$580K30.9%
Long-term disability$580K30.9%
Vision$115K6.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$580K81.1%111,371
VISION SERVICE PLAN
EIN 061227840
V
$115K16.1%111,096
CAREBRIDGE CORPORATION
EIN 232614764
Oth
$20K2.8%111,285

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILPRUDENTIAL INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$104K$0$104K99.7%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$265$2650.3%1

History & trajectory

11 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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