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Sponsor portfolioWelfare / HealthEIN 26-3077423

RENEW FINANCIAL GROUP LLC

555 12TH STREET, SUITE 1650 · OAKLAND, CA 94607
5104517900
Plans filed
1
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$683K
No prior year
Persons covered
115
No prior year
Total participants
116
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$683K
RENEW FINANCIAL GROUP LLC WELFARE BENEFITS PLAN
Fully insured115 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$474K21.5%
Prescription drug$474K21.5%
Dental$209K9.5%
Vision$209K9.5%
Life$209K9.5%
Short-term disability$209K9.5%
Long-term disability$209K9.5%
Other$209K9.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$474K69.4%1145
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$209K30.6%11115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAKAISER FOUNDATION HEALTH PLAN INC, SUN LIFE ASSURANCE COMPANY OF CANADA$43K$3K$46K100.0%1

History & trajectory

7 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
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