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Sponsor portfolioWelfare / HealthEIN 20-3814367
BENEFICIAL STATE BANK, INC.
1438 WEBSTER STREET · OAKLAND, CA 94612
5107353531
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
319
No prior year
Total participants
271
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 | $3.5M | 34.4% | |
| Prescription drug | $3.5M | 34.4% | |
| Dental | $534K | 5.2% | |
| Vision | $534K | 5.2% | |
| Life | $534K | 5.2% | |
| Short-term disability | $534K | 5.2% | |
| Long-term disability | $534K | 5.2% | |
| Other | $534K | 5.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $2.3M | 55.6% | 1 | 1 | 319 |
EIN 941340523 | HRx | $1.3M | 31.3% | 1 | 3 | 74 |
EIN 135123390 | DVLSTDLTDOth | $534K | 13.2% | 1 | 1 | 269 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $132K | $48K | $179K | 101.5% | 1 |
| THOMPSON RISK II, LLC | NAPLES, FL | KAISER FOUNDATION HEALTH PLAN, INC. | -$3K | $0 | -$3K | -1.5% | 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