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Sponsor portfolioWelfare / HealthEIN 81-0948786

POLLY INSURANCE AGENCY, LLC

2300 ST GEORGE RD · WILLISTON, VT 05495
8026559000
Plans filed
8
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$109K
No prior year
Persons covered
130
No prior year
Total participants
132
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #501$109K
WELFARE BENEFIT PLAN
Mixed130 covered·2 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$43K
WELFARE BENEFIT PLAN DENTAL
Fully insured459 covered·1 carrier
Primary: DELTA DENTAL PLAN OF VERMONT, INC.
Plan #508$9K
WELFARE BENEFIT PLAN SHORT TERM DISABILITY
Fully insured0 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #509$7K
WELFARE BENEFIT PLAN LONG TERM DISABILITY
Fully insured0 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$6K
WELFARE BENEFIT PLAN VISION
Fully insured191 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #506$6K
WELFARE BENEFIT PLAN BASIC LIFE & SUPPLEMENTAL LIFE
Fully insured0 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #507$2K
WELFARE BENEFIT PLAN BASIC GROUP AD&D
Fully insured0 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$0
WELFARE BENEFIT PLAN MEDICAL
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$39K35.7%
Long-term disability$28K25.4%
Life$23K20.8%
Vision$14K12.5%
Other$6K5.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$95K87.5%14130
VISION SERVICE PLAN
EIN 061227840
V
$14K12.5%1192

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCBOSTON, MAVISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA$10K$2K$12K100.0%1

History & trajectory

4 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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