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Sponsor portfolioWelfare / HealthEIN 80-0250512
GW&K INVESTMENT MANAGEMENT
222 BERKELEY STREET · BOSTON, MA 02116
6172368900
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
871
No prior year
Total participants
187
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 | $4.7M | 46.2% | |
| Dental | $4.7M | 46.2% | |
| Life | $211K | 2.1% | |
| Other | $211K | 2.1% | |
| Short-term disability | $166K | 1.6% | |
| Long-term disability | $166K | 1.6% | |
| Vision | $18K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HD | $4.7M | 95.4% | 1 | 1 | 871 |
EIN 010278678 | LSTDLTDOth | $211K | 4.2% | 1 | 2 | 183 |
EIN 430949844 | V | $18K | 0.4% | 1 | 1 | 281 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | BOSTON, MA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $70K | $20K | $90K | 100.2% | 1 |
| EASTERN BENEFITS GROUP | WAKEFIELD, MA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | -$137 | $0 | -$137 | -0.2% | 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