| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.8M | 27.4% | |
| Prescription drug | $2.8M | 27.4% | |
| Stop-loss | $2.6M | 25.3% | |
| Other | $611K | 5.9% | |
| Vision | $486K | 4.7% | |
| Life | $486K | 4.7% | |
| Long-term disability | $486K | 4.7% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.8M | 46.7% | 1 | 1 | 524 |
EIN 135459190 | SL | $2.6M | 43.2% | 1 | 1 | 271 |
EIN 860222062 | VLLTDOth | $486K | 8.0% | 1 | 1 | 457 |
EIN 570144607 | Oth | $74K | 1.2% | 1 | 2 | 138 |
EIN 731267483 | Oth | $36K | 0.6% | 1 | 1 | 228 |
EIN 731016728 | Oth | $16K | 0.3% | 1 | 1 | 108 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| INTRINSIC SOLUTIONS INSURANCE | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, MEDICAL AIR SERVICES ASSOCIATION, INC., KAISER FOUNDATION HEALTH PLAN, INC., PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $159K | $0 | $159K | 76.2% | 1 |
| PROFESSIONAL GROUP PLANS INC | — | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | $26K | $26K | 12.6% | 1 |
| ESTRADA ENTERPRISES LLC | DISCOVERY BAY, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $262 | $13K | 6.3% | 1 |
| MARK TETSUO IWASAKI | HERCULES, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.1% | 1 |
| THOMAS MARTIN LEVINSTEIN | ALISO VIEJO, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 1.0% | 1 |
| MASOLI LEGACY LLC | CONCORD, CA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 1.0% | 1 |
| WENDY SUE GERSHOW | OAKDALE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $30 | $2K | 0.7% | 1 |
| JAN HEJRET | SAN JOSE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $373 | $683 | $1K | 0.5% | 1 |
| EDGEWATER INSURANCE SOLUTIONS LLC | PACIFICA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $299 | $2 | $301 | 0.1% | 1 |
| MARK JOHN KANITRA | ANAHEIM, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $151 | $0 | $151 | 0.1% | 1 |
| CATHERINE LISA LUKE | OAKDALE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | $0 | $129 | 0.1% | 1 |
| BRUCE NAM NGUYEN | SUNNYVALE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | $1 | $128 | 0.1% | 1 |
| GRAND GUILLORY | ANTIOCH, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | $33 | $127 | 0.1% | 1 |
| LAURA RUNYEON | PETALUMA, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $18 | $110 | 0.1% | 1 |
| BENEFITS LLC SHIRAZI | GREELEY, CO | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $54 | $0 | $54 | 0.0% | 1 |
| DEAN LOUIS GRANT | MOUNTAIN VIEW, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $0 | $8 | 0.0% | 1 |