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Sponsor portfolioWelfare / HealthEIN 20-3735704
WALTON ISAACSON LLC
3630 EASTHAM DRIVE · CULVER CITY, CA 90232
3236775351
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
197
No prior year
Total participants
102
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 | $1.8M | 31.1% | |
| Dental | $1.8M | 31.1% | |
| Vision | $1.8M | 31.1% | |
| Other | $96K | 1.7% | |
| Life | $95K | 1.6% | |
| Short-term disability | $95K | 1.6% | |
| Long-term disability | $95K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $1.8M | 95.0% | 1 | 1 | 197 |
EIN 135123390 | LSTDLTDOth | $95K | 5.0% | 1 | 1 | 100 |
EIN 731016728 | Oth | $943 | 0.0% | 1 | 1 | 4 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | IRVINE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $69K | $3K | $72K | 76.7% | 1 |
| ASSUREDPARTNERS | ELMWOOD PARK, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | $22K | $0 | $22K | 23.3% | 1 |
History & trajectory
7 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