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Sponsor portfolioWelfare / HealthEIN 27-0223495
B. RILEY FINANCIAL, INC.
30870 RUSSELL RANCH ROAD, SUITE 250 · WESTLAKE VILLAGE, CA 91362
3109661444
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,678
No prior year
Total participants
817
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 |
|---|---|---|---|
| Other | $1.9M | 18.0% | |
| Short-term disability | $1.8M | 16.7% | |
| Dental | $1.7M | 16.3% | |
| Vision | $1.7M | 16.3% | |
| Life | $1.7M | 16.3% | |
| Long-term disability | $1.7M | 16.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVLSTDLTDOth | $1.9M | 99.6% | 1 | 4 | 1,678 |
EIN 620506281 | STD | $8K | 0.4% | 1 | 2 | 7 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | RIVERSIDE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $44K | $39K | $83K | 99.7% | 1 |
| VERNON W HOLLEMAN JR. & CO. | RICHMOND, VA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $162 | $0 | $162 | 0.2% | 1 |
| SCHAEFFER, FREDERICK CHAS | MEMPHIS, TN | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $63 | $0 | $63 | 0.1% | 1 |
| M FINANCIAL HOLDINGS INC | PORTLAND, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $29 | $29 | 0.0% | 1 |
History & trajectory
9 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