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Sponsor portfolioWelfare / HealthEIN 53-0088710

FINRA

1700 K STREET, NW · WASHINGTON, DC 20006
3015906500
Plans filed
3
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$11.2M
No prior year
Persons covered
4,703
No prior year
Total participants
8,920
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #507$9.0M
FINRA BENEFIT OPTIONS PROGRAM
Mixed4,289 covered·7 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #508$2.2M
FINRA RETIREE MEDICAL PLAN
Fully insured414 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #509$0
FINRA SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$6.4M27.3%
Life$6.1M26.1%
Long-term disability$6.1M26.1%
Health$4.8M20.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$6.1M54.7%114,289
KAISER FOUNDATION HEALTH PLAN INC
EIN 520954463
H
$2.6M23.1%14314
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$2.2M19.7%12414
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$260K2.3%111,966
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$16K0.1%112
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$11K0.1%114,244

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOFEDERAL INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, ARAG INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$217K$181K$398K98.6%1
NFP INSURANCE SERVICES INCBELTSVILLE, MDKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$6K$0$6K1.4%1

History & trajectory

10 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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