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Sponsor portfolioWelfare / HealthEIN 26-1574455
OCU HEALTH AND WELFARE TRUST
1055 PARK VIEW DRIVE, SUITE 111 · COVINA, CA 91722
6264342469
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 56
- Latest filing
- 2024
Total premiums (latest)
$4.8M
No prior year
Persons covered
646
No prior year
Total participants
832
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 | $3.8M | 77.7% | |
| Stop-loss | $1.1M | 22.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | H | $3.8M | 77.7% | 1 | 1 | 460 |
EIN 630202590 | SL | $1.1M | 22.3% | 1 | 1 | 646 |
EIN 135123390 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | — | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $339 | $339 | 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