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Sponsor portfolioWelfare / HealthEIN 20-1173875
SUGARCRM INC.
548 MARKET STREET · SAN FRANCISCO, CA 94104
4084546900
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$720K
No prior year
Persons covered
396
No prior year
Total participants
178
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $267K | 18.5% | |
| Health | $255K | 17.7% | |
| Prescription drug | $255K | 17.7% | |
| Life | $156K | 10.8% | |
| Short-term disability | $156K | 10.8% | |
| Long-term disability | $156K | 10.8% | |
| Other | $156K | 10.8% | |
| Vision | $43K | 3.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941461312 | D | $267K | 37.1% | 1 | 1 | 396 |
EIN 941340523 | HRx | $255K | 35.4% | 1 | 1 | 27 |
EIN 350472300 | LSTDLTDOth | $156K | 21.6% | 1 | 1 | 178 |
EIN 941632821 | V | $43K | 6.0% | 1 | 1 | 155 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN, INC., LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN | $42K | $5K | $47K | 100.0% | 1 |
History & trajectory
11 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