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Sponsor portfolioWelfare / HealthEIN 20-1782192
ISANA
3580 WILSHIRE BLVD., SUITE 1130 · LOS ANGELES, CA 90010
3232911211
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
544
No prior year
Total participants
354
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 | $3.3M | 47.3% | |
| Prescription drug | $3.2M | 46.1% | |
| Other | $177K | 2.5% | |
| Vision | $95K | 1.4% | |
| Life | $95K | 1.4% | |
| Short-term disability | $95K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $3.0M | 88.5% | 1 | 1 | 503 |
EIN 940360524 | HRx | $212K | 6.3% | 1 | 1 | 38 |
EIN 135581829 | HVLSTDOth | $177K | 5.2% | 1 | 4 | 544 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN CLEMENTE, CA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC. | $111K | $13K | $124K | 90.0% | 1 |
| ACCRETIVE ENROLLMENT SERVICES LLC | SAN ANTONIO, TX | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $324 | $8K | 5.6% | 1 |
| BROWN & BROWN INSURANCE SERVICES | ORANGE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $5K | $1K | $6K | 4.2% | 1 |
| ASSUREDPARTNERS | SAN ANTONIO, TX | METROPOLITAN LIFE INSURANCE COMPANY | $170 | $110 | $280 | 0.2% | 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