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Sponsor portfolioWelfare / HealthEIN 86-2864372

ADAPT OF THE HUDSON VALLEY

420 SCHUTT ROAD EXTENSION · MIDDLETOWN, NY 10940
8456924444
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
525
No prior year
Total participants
525
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #520$4.3M
ADAPT OF THE HUDSON VALLEY WRAP PLAN
Fully insured525 covered·4 carriers
Primary: ANTHEM BLUE CROSS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.0M92.4%
Dental$120K2.7%
Vision$120K2.7%
Long-term disability$77K1.8%
Short-term disability$13K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
H
$4.0M94.2%11335
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DV
$120K2.8%11169
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
STDLTD
$91K2.1%12525
EMBLEMHEALTH
EIN 131828429
H
$37K0.9%112

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PILOT BENEFITS GROUP LLCMELVILLE, NCANTHEM BLUE CROSS, UNITEDHEALTHCARE INSURANCE COMPANY$82K$3K$85K85.8%1
NFP INSURANCE SERVICES INCPLAINVIEW, NCANTHEM BLUE CROSS, FIRST UNUM LIFE INSURANCE COMPANY$14K$0$14K14.5%1
PREMIER WORKSITE SOLUTIONS INCORADELL, NJFIRST UNUM LIFE INSURANCE COMPANY-$293$0-$293-0.3%1

History & trajectory

4 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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