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Sponsor portfolioWelfare / HealthEIN 57-1223365
ION FINANCIAL, MHC
251 CHURCH STREET · NAUGATUCK, CT 067704121
2037203388
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$873K
No prior year
Persons covered
554
No prior year
Total participants
412
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #502$1.9M
ION FINANCIAL, MHC HEALTH PLAN
Fully insured285 covered·1 carrier
Primary: ANTHEM HEALTH PLANS, INC.
Plan #511$873K
ION FINANCIAL, MHC CONSOLIDATED HEALTH AND WELFARE BENEFITS PLAN
Fully insured554 covered·5 carriers
Primary: STANDARD LIFE INSURANCE COMPANY
Plan #510$100K
ION FINANCIAL, MHC LONG TERM CARE PLAN
Fully insured191 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #509$67K
ION FINANCIAL, MHC LONG-TERM AND SHORT TERM DISABILITY PLAN
Fully insured199 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$62K
ION FINANCIAL,MHC LIFE AND ACCIDENT PLAN
Fully insured215 covered·1 carrier
Primary: AMERICAN GENERAL LIFE INSURANCE COMPANY
Plan #504$0
ION FINANCIAL, MHC DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $286K | 16.5% | |
| Short-term disability | $286K | 16.5% | |
| Long-term disability | $286K | 16.5% | |
| Other | $286K | 16.5% | |
| Dental | $228K | 13.2% | |
| Prescription drug | $205K | 11.8% | |
| Health | $131K | 7.6% | |
| Vision | $24K | 1.4% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LSTDLTDOth | $286K | 32.7% | 1 | 1 | 411 |
EIN 066033492 | D | $228K | 26.1% | 1 | 1 | 554 |
EIN 431420563 | Rx | $205K | 23.4% | 1 | 1 | 59 |
EIN 731128555 | H | $131K | 15.0% | 1 | 1 | 59 |
EIN 430949844 | V | $24K | 2.7% | 1 | 1 | 347 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | EAST LONGMEADOW, MA | FIDELITY SECURITY LIFE INSURANCE CO (EYEMED VISION CARE), AETNA LIFE INSURANCE COMPANY, STANDARD LIFE INSURANCE COMPANY | $15K | $12K | $27K | 51.3% | 1 |
| HEALTH INSURANCE SERVICES | WEST BLOOMFIELD, MI | UNITED AMERICAN INSURANCE COMPANY, EXPRESS SCRIPTS, INC. | $25K | $0 | $25K | 48.7% | 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