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Sponsor portfolioWelfare / HealthEIN 26-0360466
BAY EQUITY, LLC
2300 CLAYTON ROAD, SUITE 1300 · CONCORD, CA 94520
4158204525
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
2,733
No prior year
Total participants
0
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 | $5.0M | 37.1% | |
| Prescription drug | $5.0M | 37.1% | |
| Other | $708K | 5.2% | |
| Life | $702K | 5.2% | |
| Dental | $690K | 5.1% | |
| Long-term disability | $680K | 5.0% | |
| Short-term disability | $667K | 4.9% | |
| Vision | $43K | 0.3% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $4.4M | 76.5% | 1 | 1 | 2,733 |
EIN 381082080 | DLSTDLTDOth | $667K | 11.5% | 1 | 1 | 53 |
EIN 930798039 | HRx | $573K | 9.9% | 1 | 5 | 20 |
EIN 941632821 | V | $43K | 0.7% | 1 | 1 | 43 |
EIN 590781901 | LOth | $36K | 0.6% | 1 | 1 | 44 |
EIN 990040115 | HRxD | $24K | 0.4% | 1 | 2 | 2 |
EIN 620331200 | LTD | $13K | 0.2% | 1 | 1 | 8 |
EIN 731016728 | Oth | $6K | 0.1% | 1 | 1 | 19 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | AMERICAN HERITAGE LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY | $245K | $17K | $262K | 99.3% | 1 |
| JUDGE WILLIAM | BRISTOL, TN | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $997 | $0 | $997 | 0.4% | 1 |
| NFP INSURANCE SERVICES INC | AUSTIN, TX | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $356 | $356 | 0.1% | 1 |
| A & AG CONSULTANTS | MORGAN HILL, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $199 | $0 | $199 | 0.1% | 1 |
| MAKA SIHU A NATIVE AMERICAN ENT. | ELK GROVE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $120 | $0 | $120 | 0.0% | 1 |
| MARY BLASER | SAN JOSE, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $117 | $0 | $117 | 0.0% | 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