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Sponsor portfolioWelfare / HealthEIN 26-0152908
UMASS GLOBAL
65 ENTERPRISE STE 150 · ALISO VIEJO, CA 92656
9493833615
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$6.7M
No prior year
Persons covered
425
No prior year
Total participants
380
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 | $6.4M | 48.7% | |
| Prescription drug | $6.4M | 48.7% | |
| Life | $149K | 1.1% | |
| Other | $136K | 1.0% | |
| Long-term disability | $32K | 0.2% | |
| Dental | $20K | 0.2% | |
| Short-term disability | $16K | 0.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $5.1M | 75.9% | 1 | 1 | 425 |
EIN 941340523 | HRx | $1.3M | 20.0% | 1 | 3 | 157 |
EIN 470246511 | LSTDLTDOth | $240K | 3.6% | 1 | 8 | 373 |
EIN 941461312 | D | $20K | 0.3% | 1 | 1 | 105 |
EIN 731016728 | Oth | $11K | 0.2% | 1 | 1 | 54 |
EIN 330619312 | Oth | $8K | 0.1% | 1 | 1 | 375 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD, MUTUAL OF OMAHA INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE | $303 | $25K | $25K | 96.7% | 1 |
| TIM H. RENNER | BRENTWOOD, CA | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $474 | $0 | $474 | 1.8% | 1 |
| THE AGURS GROUP INC. | NORTH LAS VEGAS, NV | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $380 | $0 | $380 | 1.5% | 1 |
History & trajectory
9 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