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Sponsor portfolioWelfare / HealthEIN 52-1042433

MUNICIPAL SECURITIES RULEMAKING BOARD

1300 I STREET NW, SUITE 1000 · WASHINGTON, DC 20005
2028381500
Plans filed
2
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
114
No prior year
Total participants
114
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.4M
MUNICIPAL SECURITIES RULEMAKING BOARD HEALTH AND WELFARE PLAN
Fully insured114 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #502$334K
MUNICIPAL SECURITIES RULEMAKING BOARD DENTAL, LIFE AND DISABILITY PLAN
Fully insured113 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M22.6%
Dental$2.2M22.6%
Vision$2.2M22.6%
Prescription drug$2.2M22.6%
Life$225K2.4%
Short-term disability$225K2.4%
Long-term disability$225K2.4%
Other$225K2.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDV
$2.2M90.6%11114
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$225K9.4%11114

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VALIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8K$86K$94K55.5%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDLIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$23K$53K$75K44.5%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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