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Sponsor portfolioWelfare / HealthEIN 20-8459997

PHILZ COFFEE, INC.

680 85TH AVE · OAKLAND, CA 94621
4158345933
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
333
No prior year
Total participants
343
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
PHILZ COFFEE HEALTH AND WELFARE PLAN
Fully insured333 covered·3 carriers
Primary: CALIFORNIA PHYSICIANS SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M32.0%
Prescription drug$2.6M32.0%
Dental$1.3M16.1%
Vision$1.3M16.1%
Life$78K1.0%
Short-term disability$78K1.0%
Long-term disability$78K1.0%
Other$78K1.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRxDV
$1.3M48.8%11139
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.3M48.3%12102
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$78K2.9%11333

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CAKAISER FOUNDATION HEALTH PLAN INC, CALIFORNIA PHYSICIANS SERVICE, SUN LIFE ASSURANCE COMPANY OF CANADA$69K$60K$129K100.0%1

History & trajectory

10 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
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