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Sponsor portfolioWelfare / HealthEIN 81-2950760

SAX LLP

389 INTERPACE PARKWAY · PARSIPPANY, NJ 07054
9735546150
Plans filed
1
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
477
No prior year
Total participants
298
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.2M
SAX LLP WELFARE AND HEALTH PLANS
Fully insured477 covered·6 carriers
Primary: HORIZON HEALTHCARE SERVICES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M41.0%
Prescription drug$3.4M41.0%
Short-term disability$452K5.4%
Life$425K5.1%
Long-term disability$338K4.0%
Dental$215K2.6%
Other$43K0.5%
Vision$29K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HORIZON HEALTHCARE SERVICES, INC.
EIN 220999690
HRx
$3.4M82.3%11263
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$495K11.9%14298
DELTA DENTAL OF CALIFORNIA
EIN 221896118
D
$215K5.2%11477
VISION SERVICE PLAN
EIN 061227840
V
$29K0.7%11232

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXHORIZON HEALTHCARE SERVICES, INC., DELTA DENTAL OF NEW JERSEY, INC.$177K$34K$211K77.9%1
NEW YORK LONG TERM CARE BROKERCLIFTON PARK, NYPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$28K$0$28K10.4%1
NEESENROLLSUTTON, MAPROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$1K$23K$24K8.7%1
THE HOTALING GROUPMELLVILLE, NYVISION SERVICE PLAN, DELTA DENTAL OF NEW JERSEY, INC.$8K$0$8K2.9%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
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