PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STEWART EFI, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 71-0918038

STEWART EFI, LLC

45 OLD WATERBURY ROAD · THOMASTON, CT 06787
8602838213
Plans filed
1
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$2.0M
No prior year
Persons covered
155
No prior year
Total participants
155
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
STEWART EFI, LLC WELFARE BENEFIT PLANS
Mixed155 covered·5 carriers
Primary: CIGNA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M40.3%
Vision$1.4M28.8%
Dental$1.3M28.4%
Long-term disability$49K1.0%
Other$42K0.9%
Life$29K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDV
$1.3M66.8%11126
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$560K27.9%11100
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$89K4.4%14155
EYEMED VISION CARE
EIN 430949844
V
$17K0.9%11108
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
Oth
$1K0.1%111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GROUP BENEFIT ADMINISTRATION OF CTHAMDEN, CTEYEMED VISION CARE, BLUECROSS BLUESHIELD OF TEXAS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA, MUTUAL OF OMAHA$28K$30K$58K53.7%1
PATRIOT GROWTH INSURANCE SERVICESHAMDEN, CTBLUECROSS BLUESHIELD OF TEXAS, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA$12K$38K$50K46.3%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica