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Sponsor portfolioWelfare / HealthEIN 26-2785172
STANDISH MANAGEMENT, LLC
2121 N CALIFORNIA BLVD STE 1025 · WALNUT CREEK, CA 945967101
2065081703
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$1.7M
No prior year
Persons covered
185
No prior year
Total participants
214
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 | $828K | 15.1% | |
| Life | $828K | 15.1% | |
| Short-term disability | $828K | 15.1% | |
| Long-term disability | $828K | 15.1% | |
| Other | $828K | 15.1% | |
| Prescription drug | $471K | 8.6% | |
| Stop-loss | $471K | 8.6% | |
| Health | $384K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DLSTDLTDOth | $828K | 49.2% | 1 | 1 | 0 |
EIN 473906935 | RxSL | $471K | 28.0% | 1 | 1 | 185 |
EIN 941340523 | H | $384K | 22.8% | 1 | 2 | 37 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PE INSURANCE SERVICES LLC | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN, INC., GUARDIAN | $43K | $2K | $44K | 84.0% | 1 |
| MARIBEL ORTIZ | SAN FRANCISCO, CA | MOTIVHEALTH | $5K | $0 | $5K | 9.4% | 1 |
| AMY MENSEN | SAN FRANCISCO, CA | MOTIVHEALTH | $3K | $0 | $3K | 6.6% | 1 |
History & trajectory
9 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