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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $89K | 20.6% | |
| Dental | $81K | 18.7% | |
| Vision | $81K | 18.7% | |
| Life | $61K | 14.0% | |
| Short-term disability | $61K | 14.0% | |
| Long-term disability | $61K | 14.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470098400 | DV | $81K | 47.5% | 1 | 1 | 125 |
EIN 231503749 | LSTDLTDOth | $61K | 35.7% | 1 | 1 | 69 |
EIN 465722012 | Oth | $17K | 9.8% | 1 | 1 | 98 |
EIN 591031071 | Oth | $12K | 7.1% | 1 | 1 | 69 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | RICHMOND, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA, AMERITAS LIFE INSURANCE CORP, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $13K | $2K | $15K | 67.1% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | MCLEAN, VA | AMERITAS LIFE INSURANCE CORP, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 19.1% | 1 |
| UNKNOWN | BOSTON, MA | HEALTHJOY | $2K | $0 | $2K | 8.0% | 1 |
| WATCH TOWER TECHNOLOGIES INC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $1K | $1K | 5.8% | 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