Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-0910111
UNITED BUSINESS BANK
500 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596
2099558736
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
330
No prior year
Total participants
330
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 | $2.9M | 33.9% | |
| Prescription drug | $2.9M | 33.9% | |
| Dental | $548K | 6.3% | |
| Life | $548K | 6.3% | |
| Short-term disability | $548K | 6.3% | |
| Long-term disability | $548K | 6.3% | |
| Other | $548K | 6.3% | |
| Vision | $43K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 840591617 | HRx | $1.6M | 44.1% | 1 | 2 | 305 |
EIN 953760980 | HRx | $1.4M | 39.0% | 1 | 1 | 173 |
EIN 350472300 | DLSTDLTDOth | $548K | 15.6% | 1 | 1 | 330 |
EIN 941632821 | V | $43K | 1.2% | 1 | 1 | 291 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EXPERTQUOTE, INC. | ROSEVILLE, CA | BLUE CROSS OF CALIFORNIA, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF COLORADO, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $156K | $0 | $156K | 71.1% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | BLUE CROSS OF CALIFORNIA | $0 | $34K | $34K | 15.5% | 1 |
| ARCHON LLC | HAUPPAUGE, NY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $29K | $29K | 13.4% | 1 |
| ENROLLEASE | LAS VEGAS, NV | VISION SERVICE PLAN | $46 | $0 | $46 | 0.0% | 1 |
History & trajectory
8 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