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Sponsor portfolioWelfare / HealthEIN 52-1736036
BERNSTEIN MANAGEMENT ASSOCIATES, INC.
3299 K STREET NW, STE 700 · WASHINGTON, DC 20007
2024787575
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$696K
No prior year
Persons covered
154
No prior year
Total participants
158
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 |
|---|---|---|---|
| Health | $586K | 40.0% | |
| Dental | $459K | 31.3% | |
| Life | $104K | 7.1% | |
| Short-term disability | $104K | 7.1% | |
| Long-term disability | $104K | 7.1% | |
| Other | $104K | 7.1% | |
| Vision | $6K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HD | $586K | 84.3% | 1 | 2 | 77 |
EIN 010278678 | LSTDLTDOth | $104K | 14.9% | 1 | 1 | 154 |
EIN 061227840 | V | $6K | 0.8% | 1 | 1 | 54 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | AETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, AETNA HEALTH, INC. | $12K | $5K | $17K | 94.5% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $970 | $0 | $970 | 5.5% | 1 |
History & trajectory
6 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