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Sponsor portfolioWelfare / HealthEIN 98-0387966
CHINA MERCHANTS BANK CO., LTD. NEW YORK BRANCH & REPRESENTATIVE OFFICE
535 MADISON AVENUE · NEW YORK, NY 10022
2127531801
- Plans filed
- 3
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$295K
No prior year
Persons covered
458
No prior year
Total participants
124
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #510$295K
CHINA MERCHANTS BANK WELFARE BENEFIT PLAN
Fully insured458 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$94K
CHINA MERCHANTS BANK, NY BRANCH WELFARE BENEFIT PLAN
Fully insured292 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #509$11K
GROUP VISION
Fully insured119 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY OF NEW YORK
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $191K | 23.9% | |
| Vision | $191K | 23.9% | |
| Life | $104K | 13.1% | |
| Short-term disability | $104K | 13.1% | |
| Long-term disability | $104K | 13.1% | |
| Other | $104K | 13.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DV | $191K | 64.6% | 1 | 1 | 458 |
EIN 060893662 | LSTDLTDOth | $104K | 35.4% | 1 | 1 | 117 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | SUN LIFE AND HEALTH INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $30K | $2K | $32K | 80.5% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | SUN LIFE AND HEALTH INSURANCE COMPANY | $0 | $6K | $6K | 14.4% | 1 |
| C AND M FIRST SERVICES, INC. | NEW YORK, NY | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 5.0% | 1 |
History & trajectory
9 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