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Sponsor portfolioWelfare / HealthEIN 88-1478669
MARCUM ADVISORY GROUP LLC
10 MELVILLE PARK RD · MELVILLE, NY 11747
6314144000
- Plans filed
- 1
- Years active
- 2024–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$6.1M
No prior year
Persons covered
3,524
No prior year
Total participants
3,318
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 | $1.9M | 27.8% | |
| Life | $1.2M | 18.3% | |
| Short-term disability | $939K | 14.1% | |
| Other | $921K | 13.8% | |
| Long-term disability | $871K | 13.1% | |
| Health | $568K | 8.5% | |
| Vision | $293K | 4.4% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 220832760 | LSTDLTD | $2.5M | 40.8% | 1 | 3 | 3,524 |
EIN 591031071 | D | $1.9M | 30.2% | 1 | 1 | 2,266 |
EIN 941340523 | H | $568K | 9.2% | 1 | 2 | 63 |
EIN 360792925 | LOth | $520K | 8.5% | 1 | 1 | 170 |
EIN 410451140 | Oth | $333K | 5.4% | 1 | 1 | 846 |
EIN 222777159 | V | $210K | 3.4% | 1 | 1 | 1,195 |
EIN 341650967 | VOth | $151K | 2.5% | 1 | 2 | 877 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | LINCOLN LIFE & ANNUITY COMPANY, TRUSTMARK INSURANCE COMPANY, METLIFE LEGAL PLANS, RELIASTAR LIFE INSURANCE COMPANY | $415K | $37K | $451K | 92.9% | 1 |
| LTCI PARTNERS LLC | SAN ANTONIO, TX | TRUSTMARK INSURANCE COMPANY | $34K | $0 | $34K | 7.1% | 1 |
| AGS BENEFITS GROUP LLC | NEW YORK, NC | METLIFE LEGAL PLANS | $0 | $276 | $276 | 0.1% | 1 |
Policy details
Latest year, by plan