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Sponsor portfolioWelfare / HealthEIN 20-0374669

MARK DAVID LEVINE, M.D., P.C.

3835 N. FREEWAY BLVD. · SACRAMENTO, CA 95834
9169744999
Plans filed
1
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$599K
No prior year
Persons covered
498
No prior year
Total participants
503
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$599K
MARK DAVID LEVINE, M.D., P.C. HEALTH AND WELFARE PLAN
Mixed498 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$599K29.7%
Life$501K24.8%
Short-term disability$459K22.8%
Long-term disability$459K22.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$501K83.6%12498
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$79K13.2%13494
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$19K3.1%11143

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCPASADENA, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$61K$7K$68K95.1%1
CHRISTA G AUFDEMBERG INCTUSTIN, CAPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$3K$0$3K4.5%1
FILICE INSURANCE AGENCYSAN JOSE, CAPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$151$0$1510.2%1
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$109$0$1090.2%1
MARY THERESA FISHERTOWNSEND, DEPRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD$29$0$290.0%1

History & trajectory

5 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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