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Sponsor portfolioWelfare / HealthEIN 26-0340395
WHITE OAK GLOBAL ADVISORS, LLC
3 EMBARCADERO CENTER, 5TH FLOOR · SAN FRANCISCO, CA 94111
4156444102
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
188
No prior year
Total participants
187
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 | $4.9M | 24.4% | |
| Dental | $4.9M | 24.4% | |
| Vision | $4.9M | 24.4% | |
| Prescription drug | $4.9M | 24.4% | |
| Other | $172K | 0.9% | |
| Life | $164K | 0.8% | |
| Long-term disability | $164K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $4.9M | 96.6% | 1 | 1 | 177 |
EIN 350472300 | LLTDOth | $164K | 3.3% | 1 | 1 | 188 |
EIN 341650967 | Oth | $7K | 0.1% | 1 | 1 | 26 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | VISALIA, CA | UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $268K | $4K | $272K | 100.0% | 1 |
History & trajectory
2 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