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Sponsor portfolioWelfare / HealthEIN 80-0517021
ASSA ABLOY FENESTRATION LLC
d/b/a CALDWELL MANUFACTURING NORTH AMERICA AND INTERLOCK USA
475 MILE CROSSING BLVD · ROCHESTER, NY 14621
8003773948
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
313
No prior year
Total participants
511
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$2.4M
ASSA ABLOY FENESTRATION LLC HEALTH AND WELFARE PLAN
Fully insured313 covered·3 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #502$1.5M
CALDWELL MANUFACTURING COMPANY, N.A., LLC HEALTH INSURANCE PLAN
Fully insured175 covered·3 carriers
Primary: EXCELLUS BLUECROSS BLUESHIELD
Plan #501$58K
CALDWELL MANUFACTURING COMPANY, N.A., LLC GROUP LIFE INSURANCE PLAN
Fully insured253 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #505$2K
CALDWELL MANUFACTURING COMPANY, N.A., LLC TRAVEL ACCIDENT PLAN AD&D
Fully insured219 covered·1 carrier
Primary: GERBER LIFE & ACCIDENT INSURANCE COMPANY
Plan #507$0
ASSA ABLOY FENESTRATION LLC HEALTH REIMBURSEMENT ACCOUNT
Self-funded0 covered·0 carriers
Plan #503$0
CALDWELL MANUFACTURING COMPANY, N.A., LLC DENTAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 40.4% | |
| Prescription drug | $2.1M | 40.4% | |
| Life | $190K | 3.7% | |
| Short-term disability | $190K | 3.7% | |
| Long-term disability | $190K | 3.7% | |
| Other | $190K | 3.7% | |
| Dental | $112K | 2.2% | |
| Vision | $112K | 2.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 150329043 | HRx | $2.1M | 87.3% | 1 | 1 | 198 |
EIN 060838648 | LSTDLTDOth | $190K | 8.0% | 1 | 1 | 313 |
EIN 135123390 | DV | $112K | 4.7% | 1 | 1 | 221 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | CHICAGO, IL | HARTFORD LIFE AND ACCIDENT, GUARDIAN, EXCELLUS BLUE CROSS BLUE SHIELD | $75K | $5K | $80K | 79.2% | 1 |
| BROWN & BROWN INSURANCE SERVICES | SYRACUSE, NY | HARTFORD LIFE AND ACCIDENT, GUARDIAN, EXCELLUS BLUE CROSS BLUE SHIELD | $14K | $0 | $14K | 13.6% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | HARTFORD LIFE AND ACCIDENT | $0 | $7K | $7K | 7.2% | 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