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Sponsor portfolioWelfare / HealthEIN 20-2352654
INVESTMENT PROPERTY GROUP
18006 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614
9494402300
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$53K
No prior year
Persons covered
273
No prior year
Total participants
274
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 |
|---|---|---|---|
| Other | $39K | 54.1% | |
| Health | $14K | 19.5% | |
| Prescription drug | $14K | 19.5% | |
| Life | $5K | 6.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | Oth | $34K | 64.2% | 1 | 1 | 273 |
EIN 990040115 | HRx | $14K | 26.5% | 1 | 1 | 4 |
EIN 231503749 | LOth | $5K | 9.3% | 1 | 1 | 273 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| TRUEBENEFITS LLC | SEATTLE, WA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4K | $0 | $4K | 87.1% | 1 |
| GCG FINANCIAL LLC | SEATTLE, WA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $603 | $0 | $603 | 12.9% | 1 |
History & trajectory
9 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