Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-8006279
CITADEL SERVICING CORPORATION
3 ADA PARKWAY, SUITE 200A · IRVINE, CA 92618
9499006630
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
363
No prior year
Total participants
366
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 | $3.0M | 51.7% | |
| Dental | $471K | 8.2% | |
| Vision | $471K | 8.2% | |
| Other | $459K | 8.0% | |
| Life | $451K | 7.9% | |
| Short-term disability | $451K | 7.9% | |
| Long-term disability | $451K | 7.9% | |
| Prescription drug | $20K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $3.0M | 86.0% | 1 | 1 | 313 |
EIN 135123390 | DVLSTDLTDOth | $451K | 13.2% | 1 | 1 | 363 |
EIN 990040115 | HRxDV | $20K | 0.6% | 1 | 1 | 1 |
EIN 731016728 | Oth | $8K | 0.2% | 1 | 1 | 38 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $215K | $13K | $228K | 99.6% | 1 |
| ELIZABETH FOO DBA WINNING TEAM AGCY | CORONA, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $696 | $0 | $696 | 0.3% | 1 |
| ENROLLEASE | ATLANTA, GA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $208 | $0 | $208 | 0.1% | 1 |
| ADSH INVESTMENTS | LAKE FOREST, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $69 | $0 | $69 | 0.0% | 1 |
History & trajectory
8 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