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Sponsor portfolioWelfare / HealthEIN 52-2328075
KIERNAN TREBACH LLP
1776 EYE ST NW 6TH FLOOR · WASHINGTON, DC 20006
2027127000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
437
No prior year
Total participants
227
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 | $2.2M | 45.4% | |
| Prescription drug | $2.2M | 45.4% | |
| Dental | $135K | 2.8% | |
| Long-term disability | $97K | 2.0% | |
| Other | $85K | 1.8% | |
| Short-term disability | $64K | 1.4% | |
| Life | $47K | 1.0% | |
| Vision | $11K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 521358219 | HRx | $2.2M | 84.6% | 1 | 1 | 437 |
EIN 360883760 | LSTDLTDOth | $230K | 9.0% | 1 | 4 | 224 |
EIN 860307623 | D | $135K | 5.3% | 1 | 1 | 326 |
EIN 010278678 | Oth | $17K | 0.7% | 1 | 1 | 198 |
EIN 430949844 | V | $11K | 0.4% | 1 | 1 | 328 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COPPER DUNN LLC | SILVER SPRING, MD | EYEMED VISION CARE, CAREFIRST BLUECHOICE INC., UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $81K | $86K | 46.4% | 1 |
| KELLY & ASSOCIATES INSURANCE GROUP | SPARKS, MD | RELIANCE STANDARD, UNITED CONCORDIA INSURANCE COMPANY, EYEMED VISION CARE, CAREFIRST BLUECHOICE INC. | $14K | $41K | $54K | 29.4% | 1 |
| PATRICK DUNN | SILVER SPRING, MD | RELIANCE STANDARD | $33K | $0 | $33K | 17.9% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | RELIANCE STANDARD | $11K | $319 | $12K | 6.4% | 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