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Sponsor portfolioWelfare / HealthEIN 61-1861616

THE MATTHEWS GROUP, INC.

2900 STATE ROUTE 9 · BALLSTON SPA, NY 120203904
5185842400
Plans filed
2
Years active
2018–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$770K
No prior year
Persons covered
215
No prior year
Total participants
187
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$770K
THE MATTHEWS GROUP, INC. HEALTH & WELFARE EMPLOYEE BENEFITS PLAN
Mixed215 covered·4 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #502$0
THE MATTHEWS GROUP, INC. HEALTH FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$626K70.6%
Dental$102K11.5%
Vision$102K11.5%
Short-term disability$19K2.2%
Life$16K1.7%
Other$16K1.7%
Long-term disability$7K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$626K81.4%12148
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
DVLOth
$106K13.8%12215
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
STDLTD
$26K3.4%1260
STANDARD INSURANCE COMPANY
EIN 205876774
LOth
$11K1.5%11187

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES P. REAGAN AGENCY INC.MARCELLUS, NCSTANDARD INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS, MUTUAL OF OMAHA INSURANCE COMPANY$70K$0$70K99.5%1
ASSUREDPARTNERSBLUE BELL, PAMUTUAL OF OMAHA INSURANCE COMPANY$0$344$3440.5%1

History & trajectory

7 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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