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Sponsor portfolioWelfare / HealthEIN 90-0393753
FORA FINANCIAL, LLC
1385 BROADWAY, 15TH FL. · NEW YORK, NY 10018
2129470100
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
214
No prior year
Total participants
152
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 |
|---|---|---|---|
| Health | $2.2M | 75.9% | |
| Dental | $175K | 6.0% | |
| Vision | $175K | 6.0% | |
| Life | $175K | 6.0% | |
| Other | $175K | 6.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $2.2M | 92.6% | 1 | 1 | 214 |
EIN 135123390 | DVLOth | $175K | 7.4% | 1 | 1 | 157 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND | LAKE SUCCESS, NY | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $113K | $3K | $116K | 100.0% | 1 |
History & trajectory
10 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