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Sponsor portfolioWelfare / HealthEIN 76-0838207
KEYSTONE STRATEGY, LLC
116 HUNTINGTON AVE. · BOSTON, MA 02116
6508251720
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
424
No prior year
Total participants
261
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.2M | 78.7% | |
| Dental | $177K | 4.3% | |
| Life | $164K | 4.0% | |
| Short-term disability | $164K | 4.0% | |
| Long-term disability | $164K | 4.0% | |
| Other | $164K | 4.0% | |
| Vision | $42K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | H | $3.2M | 89.4% | 1 | 1 | 231 |
EIN 046143185 | D | $177K | 4.9% | 1 | 1 | 424 |
EIN 135123390 | LSTDLTDOth | $164K | 4.5% | 1 | 1 | 253 |
EIN 061227840 | V | $42K | 1.2% | 1 | 1 | 237 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., DELTA DENTAL OF MASSACHUSETTS, GUARDIAN, VISION SERVICE PLAN | $202K | $24K | $225K | 100.0% | 1 |
History & trajectory
5 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