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Sponsor portfolioWelfare / HealthEIN 82-4038622
TRUSTEES - UGSOA HEALTH AND WELFARE FUND
2879 CRANBERRY HIGHWAY · EAST WAREHAM, MA 02538
7746780936
- Plans filed
- 1
- Years active
- 2018–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,912
No prior year
Total participants
1,162
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 |
|---|---|---|---|
| Dental | $1.1M | 14.9% | |
| Vision | $1.1M | 14.9% | |
| Life | $1.1M | 14.9% | |
| Short-term disability | $1.1M | 14.9% | |
| Long-term disability | $1.1M | 14.9% | |
| Other | $1.1M | 14.9% | |
| Stop-loss | $792K | 10.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $1.1M | 58.3% | 1 | 1 | 1,590 |
EIN 141957288 | SL | $792K | 41.7% | 1 | 1 | 1,912 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ROBERT HARLING | GREENVILLE, SC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $89K | $89K | 71.2% | 1 |
| CONSOLIDATED PLANNING HOLDINGS | OKATIE, SC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $30K | $30K | 23.6% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $7K | $7K | 5.2% | 1 |
History & trajectory
7 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