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Sponsor portfolioWelfare / HealthEIN 06-1555318
ALLIANCE MEMBER SERVICES, INC.
300 PANETTA AVENUE · SANTA CRUZ, CA 95060
8003596422
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
198
No prior year
Total participants
204
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 | $2.0M | 38.0% | |
| Prescription drug | $2.0M | 37.7% | |
| Long-term disability | $330K | 6.3% | |
| Life | $302K | 5.8% | |
| Short-term disability | $302K | 5.8% | |
| Other | $302K | 5.8% | |
| Vision | $42K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $1.7M | 72.8% | 1 | 1 | 180 |
EIN 620331200 | LSTDLTDOth | $330K | 14.0% | 1 | 2 | 198 |
EIN 941340523 | HRx | $255K | 10.8% | 1 | 1 | 30 |
EIN 941632821 | V | $42K | 1.8% | 1 | 1 | 185 |
EIN 680352158 | H | $15K | 0.6% | 1 | 1 | 151 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VITA INSURANCE ASSOCIATES, INC. | MOUNTAIN VIEW, CA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, VISION SERVICE PLAN | $135K | $4K | $138K | 99.1% | 1 |
| JASON LOMBARDI | MOUNTAIN VIEW, CA | LANDMARK HEALTHPLAN | $1K | $0 | $1K | 0.9% | 1 |
| NAC INSURANCE ADMINISTRATION CORPOR | CAPITOLA, CA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | -$33 | $106 | $73 | 0.1% | 1 |
History & trajectory
6 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