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Sponsor portfolioWelfare / HealthEIN 26-4419538

HAPPY MONEY, INC.

21515 HAWTHORNE BLVD. · TORRANCE, CA 90503
9494600630
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
277
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
HAPPY MONEY WELFARE BENEFITS PLAN
Fully insured277 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M41.8%
Prescription drug$1.7M41.2%
Dental$208K5.2%
Vision$132K3.3%
Other$107K2.7%
Life$83K2.1%
Short-term disability$76K1.9%
Long-term disability$76K1.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$1.6M86.5%11265
ANTHEM LIFE INSURANCE COMPANY
EIN 350980405
DVLOth
$139K7.3%12277
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDLSTDLTDOth
$101K5.3%14231
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$17K0.9%112

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, ANTHEM LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA$110K$10K$121K99.6%1
PLANSOURCE BENEFIT ADMINISTRATIONORLANDO, FLMETROPOLITAN LIFE INSURANCE COMPANY$437$0$4370.4%1

History & trajectory

6 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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