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Sponsor portfolioWelfare / HealthEIN 27-0037153

EQUITY HR INC

5655 SILVER CREEK VALLEY RD PMB 237 · SAN JOSE, CA 951382473
4083642800
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$11.9M
No prior year
Persons covered
1,030
No prior year
Total participants
675
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #510$11.9M
EQUITY HR INC HEALTH & WELFARE PLAN
Mixed1,030 covered·5 carriers
Primary: ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$10.7M88.8%
Dental$678K5.6%
Long-term disability$276K2.3%
Life$135K1.1%
Other$135K1.1%
Vision$122K1.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
H
$7.9M66.2%11663
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$2.8M23.6%11303
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$678K5.7%111,030
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$411K3.5%13579
VISION SERVICE PLAN
EIN 941632821
V
$122K1.0%11464

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
APEX BENEFITS INCSAN JOSE, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC$658K$0$658K100.0%1

History & trajectory

10 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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