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Sponsor portfolioWelfare / HealthEIN 52-2080072
CONFERENCE OF STATE BANK SUPERVISORS
1300 I STREET NW · WASHINGTON, DC 20005
2027285740
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
368
No prior year
Total participants
177
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 | $3.4M | 30.3% | |
| Dental | $3.4M | 30.3% | |
| Prescription drug | $3.4M | 30.3% | |
| Other | $270K | 2.4% | |
| Life | $237K | 2.1% | |
| Short-term disability | $237K | 2.1% | |
| Long-term disability | $237K | 2.1% | |
| Vision | $21K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521358219 | HRxD | $3.4M | 92.1% | 1 | 1 | 368 |
EIN 860222062 | LSTDLTDOth | $237K | 6.4% | 1 | 1 | 170 |
EIN 010278678 | Oth | $34K | 0.9% | 1 | 1 | 104 |
EIN 061227840 | V | $21K | 0.6% | 1 | 1 | 118 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, CAREFIRST BLUECHOICE, INC., VISION SERVICE PLAN | $46K | $127K | $173K | 91.1% | 1 |
| POTOMAC BASIN GROUP ASSOC LLC | BELTSVILLE, MD | CAREFIRST BLUECHOICE, INC. | $0 | $13K | $13K | 7.1% | 1 |
| THE NATOVITZ GROUP INC | COLUMBIA, MD | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 1.8% | 1 |
History & trajectory
9 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