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Sponsor portfolioWelfare / HealthEIN 20-0507663
TEAM SAN JOSE
408 ALMADEN BOULEVARD · SAN JOSE, CA 95110
4087924539
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 71
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
106
No prior year
Total participants
106
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 | $1.7M | 33.5% | |
| Prescription drug | $1.7M | 33.5% | |
| Dental | $277K | 5.5% | |
| Vision | $277K | 5.5% | |
| Life | $277K | 5.5% | |
| Short-term disability | $277K | 5.5% | |
| Long-term disability | $277K | 5.5% | |
| Other | $277K | 5.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $1.1M | 56.1% | 1 | 1 | 75 |
EIN 941340523 | HRx | $588K | 29.8% | 1 | 1 | 96 |
EIN 860222062 | DVLSTDLTDOth | $277K | 14.1% | 1 | 1 | 106 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EXPERTQUOTE, INC. | ROSEVILLE, CA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., AETNA HEALTH INSURANCE | $110K | $4K | $114K | 78.5% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH INSURANCE | $11K | $20K | $31K | 21.5% | 1 |
History & trajectory
7 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