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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 41.8% | |
| Prescription drug | $1.7M | 41.2% | |
| Dental | $208K | 5.2% | |
| Vision | $132K | 3.3% | |
| Other | $107K | 2.7% | |
| Life | $83K | 2.1% | |
| Short-term disability | $76K | 1.9% | |
| Long-term disability | $76K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $1.6M | 86.5% | 1 | 1 | 265 |
EIN 350980405 | DVLOth | $139K | 7.3% | 1 | 2 | 277 |
EIN 135581829 | HDLSTDLTDOth | $101K | 5.3% | 1 | 4 | 231 |
EIN 941340523 | HRx | $17K | 0.9% | 1 | 1 | 2 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | IRVINE, CA | METROPOLITAN 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 | $121K | 99.6% | 1 |
| PLANSOURCE BENEFIT ADMINISTRATION | ORLANDO, FL | METROPOLITAN LIFE INSURANCE COMPANY | $437 | $0 | $437 | 0.4% | 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