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Sponsor portfolioWelfare / HealthEIN 92-3290447

BERNSTEIN INSTITUTIONAL SERVICES, LLC.

245 PARK AVENUE · NEW YORK, NY 10167
2122785850
Plans filed
3
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
483
No prior year
Total participants
782
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$6.6M
GROUP BENEFITS PLAN
Mixed483 covered·7 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$0
SECTION 125 PLAN
Self-funded0 covered·0 carriers
Plan #503$0
SEVERANCE PLAN FOR BERNSTEIN INSTITUTIONAL SERVICES LLC
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.8M44.6%
Prescription drug$5.8M44.6%
Dental$389K3.0%
Other$363K2.8%
Life$297K2.3%
Long-term disability$297K2.3%
Vision$48K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$5.8M87.8%11252
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$389K5.9%11239
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$297K4.5%11284
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$66K1.0%13269
EYEMED VISION CARE
EIN 860773195
V
$48K0.7%11483
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
$00.0%11280

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY, METROPOLITAN GENERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, METROPOLITAN LIFE INSURANCE COMPANY$159K$9K$167K99.7%1
BUSINESSOLVER.COM, INC.WEST DES MOINES, IAMETROPOLITAN GENERAL INSURANCE COMPANY$0$357$3570.2%1
HILB GROUP OF NEW ENGLANDNEW YORK, NYMETROPOLITAN GENERAL INSURANCE COMPANY$0$121$1210.1%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$62$620.0%1

History & trajectory

2 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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