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Sponsor portfolioWelfare / HealthEIN 83-0344521
WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY
4000 FOX HOUND DRIVE · LAFAYETTE HILL, PA 19444
2154028742
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$705K
No prior year
Persons covered
345
No prior year
Total participants
343
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #502$548K
WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY GROUP MEDICAL PLAN
Self-funded143 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY
Plan #501$158K
WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY WELFARE PLAN
Fully insured202 covered·3 carriers
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $548K | 49.4% | |
| Life | $134K | 12.1% | |
| Short-term disability | $134K | 12.1% | |
| Long-term disability | $134K | 12.1% | |
| Other | $134K | 12.1% | |
| Dental | $15K | 1.4% | |
| Vision | $8K | 0.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $547K | 77.6% | 1 | 1 | 143 |
EIN 860222062 | LSTDLTDOth | $134K | 19.1% | 1 | 1 | 192 |
EIN 135123390 | D | $15K | 2.2% | 1 | 1 | 156 |
EIN 020663236 | V | $8K | 1.2% | 1 | 1 | 202 |
EIN 521996029 | SL | $203 | 0.0% | 1 | 1 | 0 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TOMPKINS INSURANCE AGENCIES | BATAVIA, NY | NATIONAL VISION ADMINISTRATORS, LLC (HEARTLAND), EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $27K | $3K | $30K | 80.6% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $7K | $7K | 19.4% | 1 |
History & trajectory
10 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