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Sponsor portfolioWelfare / HealthEIN 26-2075581
COREFACT
1700 MARINA BLVD. · SAN LEANDRO, CA 94577
5103980737
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$795K
No prior year
Persons covered
83
No prior year
Total participants
86
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 | $702K | 37.6% | |
| Prescription drug | $702K | 37.6% | |
| Dental | $93K | 5.0% | |
| Vision | $93K | 5.0% | |
| Life | $93K | 5.0% | |
| Long-term disability | $93K | 5.0% | |
| Other | $93K | 5.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $383K | 48.2% | 1 | 2 | 52 |
EIN 362739571 | HRx | $319K | 40.1% | 1 | 1 | 28 |
EIN 135123390 | DVLLTDOth | $93K | 11.7% | 1 | 1 | 83 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LEAVITT GROUP | SAN JOSE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN INC., KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY | $48K | $0 | $48K | 90.9% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WESTLAKE VILLAGE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $5K | $0 | $5K | 8.9% | 1 |
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | KAISER FOUNDATION HEALTH PLAN INC., KAISER FOUNDATION HEALTH PLAN, INC. | $0 | $130 | $130 | 0.2% | 1 |
History & trajectory
4 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