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Sponsor portfolioWelfare / HealthEIN 98-0186363
UBS AG
1000 HARBOR BLVD., 10TH FLOOR · WEEHAWKEN, NJ 070866790
2013524880
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$12.4M
No prior year
Persons covered
11,054
No prior year
Total participants
30,365
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $8.4M | 38.9% | |
| Long-term disability | $8.4M | 38.9% | |
| Other | $1.8M | 8.2% | |
| Vision | $1.7M | 7.7% | |
| Dental | $773K | 3.6% | |
| Health | $559K | 2.6% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LLTD | $8.4M | 67.7% | 1 | 1 | 11,054 |
EIN 061227840 | V | $1.7M | 13.5% | 1 | 1 | 6,655 |
EIN 591031071 | DOth | $773K | 6.2% | 1 | 1 | 5,107 |
EIN 364233459 | Oth | $570K | 4.6% | 1 | 2 | 4,600 |
EIN 941340523 | H | $559K | 4.5% | 1 | 1 | 88 |
EIN 341650967 | Oth | $425K | 3.4% | 1 | 1 | 2,626 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | HARTFORD LIFE AND ACCIDENT | $0 | $109K | $109K | 56.1% | 1 |
| AON CONSULTING INC | NEW YORK, NY | ZURICH AMERICAN INSURANCE COMPANY | $85K | $0 | $85K | 43.9% | 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