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Sponsor portfolioWelfare / HealthEIN 20-4420591
PARALLEL ADVISORS LLC
150 SPEAR STREET · SAN FRANCISCO, CA 94105
4157289198
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$536K
No prior year
Persons covered
256
No prior year
Total participants
138
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 | $280K | 15.2% | |
| Prescription drug | $280K | 15.2% | |
| Dental | $256K | 13.9% | |
| Vision | $256K | 13.9% | |
| Life | $256K | 13.9% | |
| Short-term disability | $256K | 13.9% | |
| Long-term disability | $256K | 13.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | DVLSTDLTD | $256K | 47.8% | 1 | 1 | 256 |
EIN 941340523 | HRx | $210K | 39.2% | 1 | 3 | 22 |
EIN 990040115 | HRx | $70K | 13.0% | 1 | 1 | 5 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NORTHGATE BENEFITS | NOVATO, CA | PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC, KAISER FOUNDATION HEALTH PLAN, INC. | $36K | $0 | $36K | 74.8% | 1 |
| AMWINS | SANTA ANA, CA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $12K | $12K | 24.6% | 1 |
| JOHN G JAKIEMIEC | NOVATO, CA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $295 | $0 | $295 | 0.6% | 1 |
History & trajectory
2 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