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Sponsor portfolioWelfare / HealthEIN 20-8560120
CAVALLO POINT, LLC
601 MURRAY CIRCLE · SAUSALITO, CA 94965
4153394742
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
191
No prior year
Total participants
191
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 | $1.4M | 24.9% | |
| Dental | $1.4M | 24.9% | |
| Vision | $1.4M | 24.9% | |
| Prescription drug | $1.4M | 24.9% | |
| Life | $13K | 0.2% | |
| Other | $13K | 0.2% | |
| Long-term disability | $5K | 0.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRxDV | $1.4M | 98.7% | 1 | 1 | 131 |
EIN 470322111 | LLTDOth | $12K | 0.8% | 1 | 2 | 17 |
EIN 350472300 | LOth | $5K | 0.4% | 1 | 1 | 13 |
EIN 350980405 | LOth | $1K | 0.1% | 1 | 1 | 191 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENEFITS AMERICA INSURANCE SERVICES | NEWPORT BEACH, CA | ANTHEM LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $76K | $2K | $78K | 100.0% | 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