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Sponsor portfolioWelfare / HealthEIN 74-3007446

LATIUM INVESTMENTS PARTNERSHIP

5005 VETS HIGHWAY · HOLBROOK, NY 11741
6314434238
Plans filed
4
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
389
No prior year
Total participants
330
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$4.0M
LATIUM INVESTMENTS PARTNERSHIP EMPLOYEE BENEFITS PLAN
Fully insured389 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #503$99K
LATIUM INVESTMENTS PARTNERSHIP LIFE AND DISABILITY PLAN
Fully insured361 covered·2 carriers
Primary: STANDARD LIFE INSURANCE COMPANY OF NEW YORK
Plan #502$0
LATIUM INVESTMENTS PARTNERSHIP HRA PLAN
Self-funded0 covered·0 carriers
Plan #504$0
LATIUM INVESTMENTS PARTNERSHIP FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M23.6%
Dental$3.7M23.6%
Vision$3.7M23.6%
Prescription drug$3.7M23.6%
Life$229K1.4%
Short-term disability$229K1.4%
Long-term disability$229K1.4%
Other$229K1.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$3.7M94.2%11389
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 134119477
LSTDLTDOth
$229K5.8%11330

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASTANDARD LIFE INSURANCE COMPANY OF NEW YORK, AETNA LIFE INSURANCE COMPANY$97K$0$97K69.5%1
ASSUREDPARTNERSELMWOOD PARK, NJAETNA LIFE INSURANCE COMPANY$43K$0$43K30.5%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
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