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Sponsor portfolioWelfare / HealthEIN 82-3746970

PIVOTAL HOUSING PARTNERS, LLC

9100 CENTRE POINTE DRIVE SUITE 210 · WEST CHESTER, OH 45069
5139641153
Plans filed
1
Years active
2020–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$244K
No prior year
Persons covered
288
No prior year
Total participants
144
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$244K
PIVOTAL HOUSING PARTNERS, LLC WELFARE BENEFIT PLAN
Mixed288 covered·2 carriers
Primary: HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$125K17.0%
Short-term disability$125K17.0%
Long-term disability$125K17.0%
Other$125K17.0%
Dental$118K16.0%
Vision$118K16.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$125K51.4%11288
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$118K48.6%11267

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHAETNA LIFE INSURANCE CO., HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$15K$6K$21K88.9%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$0$2K$2K7.9%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY-$9$764$7553.3%1

History & trajectory

6 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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