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Sponsor portfolioWelfare / HealthEIN 23-2150415
JACOB STERN & SONS, INC.
2173 SALK AVENUE, SUITE 125 · CARLSBAD, CA 92008
8055651411
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$309K
No prior year
Persons covered
307
No prior year
Total participants
167
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $135K | 43.8% | |
| Long-term disability | $56K | 18.0% | |
| Life | $53K | 17.2% | |
| Short-term disability | $31K | 10.1% | |
| Vision | $27K | 8.7% | |
| Other | $7K | 2.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $147K | 47.5% | 1 | 4 | 153 |
EIN 135581829 | D | $135K | 43.8% | 1 | 1 | 307 |
EIN 941632821 | V | $27K | 8.7% | 1 | 1 | 133 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MICHAEL HAND | CULVER CITY, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN | $11K | $0 | $11K | 100.0% | 1 |
History & trajectory
11 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