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Sponsor portfolioWelfare / HealthEIN 81-0681903
ASSETGENIE, INC.
220 HUFF AVENUE · GREENSBURG, PA 15601
7248389588
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
345
No prior year
Total participants
238
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 | $1.6M | 30.6% | |
| Vision | $1.6M | 30.6% | |
| Prescription drug | $1.6M | 30.6% | |
| Other | $180K | 3.6% | |
| Dental | $120K | 2.4% | |
| Life | $60K | 1.2% | |
| Long-term disability | $60K | 1.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231294723 | HRxV | $1.6M | 89.6% | 1 | 1 | 345 |
EIN 381082080 | DOth | $120K | 6.9% | 1 | 1 | 202 |
EIN 135123390 | LLTDOth | $60K | 3.5% | 1 | 1 | 238 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LIBERTY INSURANCE SERVICES | GREENSBURG, PA | HIGHMARK INC. | $8K | $0 | $8K | 49.5% | 1 |
| DANIEL DESTEFANO | MCMURRAY, PA | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 23.5% | 1 |
| LIBERTY FINANCIAL SERVICES | GREENSBURG, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 21.1% | 1 |
| ASSUREDPARTNERS | PITTSBURGH, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, HIGHMARK INC. | $945 | $0 | $945 | 5.9% | 1 |
History & trajectory
9 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