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Sponsor portfolioWelfare / HealthEIN 53-0210807

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES

600 14TH STREET NW, SUITE 500 · WASHINGTON, DC 20005
2025886000
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
352
No prior year
Total participants
209
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$3.9M
GROUP HEALTH INSURANCE PLAN
Mixed352 covered·6 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M32.1%
Vision$3.6M32.1%
Prescription drug$3.6M32.1%
Dental$195K1.8%
Other$83K0.7%
Life$67K0.6%
Long-term disability$56K0.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxV
$3.6M90.8%11247
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$195K5.0%11352
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$123K3.1%14244
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$34K0.8%1116
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$8K0.2%1144
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$4K0.1%11244

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, PREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD, UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$27K$116K$142K96.4%1
CHRISTINE M. MCCULLUGHREDMOND, WAUNUM LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K2.6%1
THE ALLEN J FLOOD COMPANIES, INC.HARRISON, NYFEDERAL INSURANCE COMPANY$1K$0$1K0.8%1
RICHARD UELTSCHICENTREVILLE, VAPREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD$397$0$3970.3%1
LOUISE SEIRMARCO YALERESTON, VAPREPAID LEGAL SERVICES, INC. DBA LEGALSHIELD$25$0$250.0%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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