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Sponsor portfolioWelfare / HealthEIN 54-0852062

ALLEN ALLEN ALLEN AND ALLEN

1809 STAPLES MILL ROAD · RICHMOND, VA 23230
8042577553
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
215
No prior year
Total participants
179
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #510$2.4M
ALLEN ALLEN ALLEN AND ALLEN HEALTH AND WELFARE PLAN
Mixed215 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #503$151K
ALLEN ALLEN ALLEN AND ALLEN LIFE AND LTD PLAN
Fully insured134 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M40.1%
Prescription drug$2.1M40.1%
Other$291K5.5%
Life$251K4.7%
Short-term disability$251K4.7%
Long-term disability$251K4.7%
Vision$8K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$2.1M87.7%12192
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042281280
LSTDLTDOth
$291K12.0%12179
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$8K0.3%11215

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$88K$14K$102K100.0%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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