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Sponsor portfolioWelfare / HealthEIN 20-3198788
MONTEREY SPINE & JOINT, PC
12 UPPER RAGSDALE DRIVE · MONTEREY, CA 93940
8316487200
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$867K
No prior year
Persons covered
156
No prior year
Total participants
0
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 | $795K | 45.7% | |
| Prescription drug | $795K | 45.7% | |
| Dental | $45K | 2.6% | |
| Vision | $45K | 2.6% | |
| Other | $28K | 1.6% | |
| Life | $17K | 1.0% | |
| Short-term disability | $17K | 1.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $795K | 91.7% | 1 | 1 | 152 |
EIN 720977315 | DV | $45K | 5.1% | 1 | 1 | 100 |
EIN 570144607 | LSTDOth | $28K | 3.2% | 1 | 2 | 156 |
Broker overview
13 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | GREENSBORO, NC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, CALIFORNIA PHYSICIAN'S SERVICE D.B.A. BLUE SHIELD OF CALIFORNIA | $363 | $37K | $38K | 57.8% | 1 |
| WELDON G KERR | SAN JOSE, CA | CALIFORNIA PHYSICIAN'S SERVICE D.B.A. BLUE SHIELD OF CALIFORNIA | $0 | $15K | $15K | 22.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $536 | $8K | 12.0% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $4K | $4K | 5.5% | 1 |
| BRITTANY LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $212 | $113 | $325 | 0.5% | 1 |
| BRIAN ROBERT LLOYD | EL DORADO HILLS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $73 | $150 | $223 | 0.3% | 1 |
| CASEY JAMES KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $162 | $203 | 0.3% | 1 |
| MARGARITA ALEJANDRA RAMIREZ | SAN MARCOS, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $150 | $50 | $200 | 0.3% | 1 |
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $152 | $0 | $152 | 0.2% | 1 |
| STEPHANIE NOELLE KUGLER | ELKHORN, NE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $101 | $21 | $122 | 0.2% | 1 |
| JENNY LYNN VONDERWERTH | SAN JOSE, CA | CALIFORNIA PHYSICIAN'S SERVICE D.B.A. BLUE SHIELD OF CALIFORNIA | $0 | $62 | $62 | 0.1% | 1 |
| SALVADOR HEREDIA | LIVERMORE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.0% | 1 |
| PAMELA KAY LONG | FOLSOM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
4 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