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Sponsor portfolioWelfare / HealthEIN 88-3542403

W. P. CAREY MANAGEMENT LLC

395 9TH AVENUE · NEW YORK, NY 10001
2124921104
Plans filed
1
Years active
2023–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
146
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.1M
W. P. CAREY BENEFIT PLAN
Fully insured146 covered·5 carriers
Primary: CIGNA HEALTH & LIFE INSURANCE CO

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M81.1%
Dental$254K5.5%
Vision$253K5.5%
Long-term disability$146K3.2%
Life$104K2.3%
Other$104K2.3%
Short-term disability$8K0.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDVLTD
$4.0M97.3%14146
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$113K2.7%12144

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JN SAVASTA CORPNEW YORK, NYCIGNA DENTAL HEALTH OF MARYLAND, INC., GUARDIAN LIFE INSURANCE COMPANY, CIGNA HEALTH & LIFE INSURANCE CO, CIGNA HEALTH & LIFE INSURANCE CO., CIGNA HEALTH AND LIFE INSURANCE COMPANY$44K$186K$230K72.1%1
DONALD C SAVOY INCBERKELEY HEIGHTS, NJCIGNA DENTAL HEALTH OF MARYLAND, INC., CIGNA HEALTH & LIFE INSURANCE CO, CIGNA HEALTH & LIFE INSURANCE CO.$0$52K$52K16.4%1
GALLAGHER BENEFIT SERVICES, INC.BERKELEY HEIGHTS, NJCIGNA DENTAL HEALTH OF MARYLAND, INC., CIGNA HEALTH & LIFE INSURANCE CO, CIGNA HEALTH & LIFE INSURANCE CO.$0$35K$35K10.9%1
MARK S METTILLESAINT PETERSBURG, FLGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K0.6%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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