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Sponsor portfolioWelfare / HealthEIN 26-1261408
THE SANTA LUCIA PRESERVE COMPANY
ONE RANCHO SAN CARLOS ROAD · CARMEL, CA 939237999
8316268200
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$182K
No prior year
Persons covered
280
No prior year
Total participants
177
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 |
|---|---|---|---|
| Dental | $133K | 32.1% | |
| Vision | $133K | 32.1% | |
| Life | $49K | 11.9% | |
| Long-term disability | $49K | 11.9% | |
| Other | $49K | 11.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | DV | $133K | 72.9% | 1 | 1 | 280 |
EIN 010278678 | LLTDOth | $49K | 27.1% | 1 | 1 | 177 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | LAFAYETTE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY | $12K | $1K | $13K | 100.0% | 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