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Sponsor portfolioWelfare / HealthEIN 73-1693115

SITUATION MARKETING

469 7TH AVENUE · NEW YORK, NY 10018
6467362574
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1K
No prior year
Persons covered
102
No prior year
Total participants
102
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1K
SITUATION MARKETING LLC DBA SITUATION INTERACTIVE LIFE AND AD&D PLAN
Fully insured102 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1K50.0%
Other$1K50.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LOth
$1K100.0%11102

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CALINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$191$42$233100.0%1

History & trajectory

2 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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