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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 typePremiumShareDistribution
Health$2.1M40.4%
Prescription drug$2.1M40.4%
Life$190K3.7%
Short-term disability$190K3.7%
Long-term disability$190K3.7%
Other$190K3.7%
Dental$112K2.2%
Vision$112K2.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRx
$2.1M87.3%11198
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$190K8.0%11313
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$112K4.7%11221

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT, GUARDIAN, EXCELLUS BLUE CROSS BLUE SHIELD$75K$5K$80K79.2%1
BROWN & BROWN INSURANCE SERVICESSYRACUSE, NYHARTFORD LIFE AND ACCIDENT, GUARDIAN, EXCELLUS BLUE CROSS BLUE SHIELD$14K$0$14K13.6%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJHARTFORD LIFE AND ACCIDENT$0$7K$7K7.2%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
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