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Sponsor portfolioWelfare / HealthEIN 83-1356339

EMERITUS INSTITUTE OF MANAGEMENT, INC.

50 MILK STREET · BOSTON, MA 02109
5082630905
Plans filed
1
Years active
2023–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$170K
No prior year
Persons covered
125
No prior year
Total participants
76
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$170K
EMERITUS INSTITUTE OF MANAGEMENT, INC HEALTH & WELFARE PLAN
Mixed125 covered·4 carriers
Primary: AMERITAS LIFE INSURANCE CORP

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$89K20.6%
Dental$81K18.7%
Vision$81K18.7%
Life$61K14.0%
Short-term disability$61K14.0%
Long-term disability$61K14.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$81K47.5%11125
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$61K35.7%1169
HEALTHJOY
EIN 465722012
Oth
$17K9.8%1198
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$12K7.1%1169

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCRICHMOND, VALIFE INSURANCE COMPANY OF NORTH AMERICA, AMERITAS LIFE INSURANCE CORP, CIGNA HEALTH AND LIFE INSURANCE COMPANY$13K$2K$15K67.1%1
ALLIANT INSURANCE SERVICES, INC.MCLEAN, VAAMERITAS LIFE INSURANCE CORP, CIGNA HEALTH AND LIFE INSURANCE COMPANY$4K$0$4K19.1%1
UNKNOWNBOSTON, MAHEALTHJOY$2K$0$2K8.0%1
WATCH TOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$1K$1K5.8%1

History & trajectory

3 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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