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Sponsor portfolioWelfare / HealthEIN 54-1386480
CFA INSTITUTE
915 EAST HIGH STREET · CHARLOTTESVILLE, VA 22902
9542405095
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$650K
No prior year
Persons covered
399
No prior year
Total participants
417
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $600K | 35.0% | |
| Life | $532K | 31.0% | |
| Long-term disability | $532K | 31.0% | |
| Vision | $50K | 2.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LLTDOth | $532K | 81.9% | 1 | 1 | 399 |
EIN 952371728 | Oth | $59K | 9.1% | 1 | 1 | 0 |
EIN 135123390 | V | $50K | 7.6% | 1 | 1 | 383 |
EIN 540357120 | Oth | $9K | 1.3% | 1 | 1 | 0 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $21K | $0 | $21K | 37.2% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $13K | $13K | 22.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | BETHESDA, MD | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $12K | $0 | $12K | 21.4% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | SAINT LOUIS, MO | ACE AMERICAN INSURANCE COMPANY | $9K | $0 | $9K | 16.0% | 1 |
| BROKER NOT PROVIDED | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $1K | $1K | 2.4% | 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