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Sponsor portfolioWelfare / HealthEIN 20-0358722

UNITED MEDICAL DOCTORS

28078 BAXTER RD., STE 530 · MURRIETA, CA 92563
9515665229
Plans filed
3
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
193
No prior year
Total participants
148
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$1.6M
UNITED MEDICAL DOCTORS WRAP PLAN
Fully insured193 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$1.1M
UNITED MEDICAL DOCTORS MEDICAL PLAN
Fully insured206 covered·1 carrier
Primary: BLUE OF CALIFORNIA
Plan #501$135K
UNITED MEDICAL DOCTORS ANCILLARY PLAN
Fully insured141 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M46.1%
Dental$263K9.0%
Vision$263K9.0%
Life$263K9.0%
Short-term disability$263K9.0%
Long-term disability$263K9.0%
Other$263K9.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.1M67.9%11111
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$263K16.3%11193
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$254K15.8%1151

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANCO INS. SVC. OF BRYAN COLLEGE STABRYAN, TXUNITEDHEALTHCARE INSURANCE COMPANY$55K$0$55K47.8%1
HUB INTERNATIONAL MIDWEST LIMITEDBRYAN, TXGUARDIAN, KAISER FOUNDATION HEALTH PLAN, INC.$44K$3K$47K40.8%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$13K$0$13K11.4%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYKAISER FOUNDATION HEALTH PLAN, INC.$0$20$200.0%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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