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Sponsor portfolioWelfare / HealthEIN 52-0784012
THE WHALEN COMPANY
PO BOX 1390 · EASTON, MD 21601
4108229200
- Plans filed
- 6
- Years active
- 2017–2024
- Industry
- NAICS 33
- Latest filing
- 2024
Total premiums (latest)
$36K
No prior year
Persons covered
123
No prior year
Total participants
93
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$36K
THE WHALEN COMPANY HEALTH AND WELFARE PLAN
Mixed123 covered·2 carriers
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY
Plan #505$8K
THE WHALEN COMPANY VISION PLAN
Fully insured0 covered·1 carrier
Primary: EYEMED
Plan #502$8K
THE WHALEN COMPANY SHORT TERM DISABILITY BENEFIT PLAN
Fully insured0 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY (ONEAMERICA)
Plan #504$6K
THE WHALEN COMPANY LONG TERM DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY (ONEAMERICA)
Plan #503$6K
THE WHALEN COMPANY LIFE & AD&D BENEFIT PLAN
Fully insured0 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY (ONEAMERICA)
Plan #501$0
THE WHALEN COMPANY MEDICAL BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $26K | 23.0% | |
| Short-term disability | $26K | 23.0% | |
| Long-term disability | $26K | 23.0% | |
| Other | $26K | 23.0% | |
| Vision | $9K | 8.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350145825 | LSTDLTDOth | $26K | 74.0% | 1 | 1 | 93 |
EIN 430949844 | V | $9K | 26.0% | 1 | 1 | 123 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HAYS COMPANIES, INC. | MINNEAPOLIS, MN | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., AMERICAN UNITED LIFE INSURANCE COMPANY | $3K | $1K | $4K | 100.0% | 1 |
History & trajectory
7 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