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Sponsor portfolioWelfare / HealthEIN 27-0293696
PRO-SPECTUS, LLC
412 OLIVE AVENUE · HUNTINGTON BEACH, CA 92648
7148878020
- Plans filed
- 1
- Years active
- 2025–2026
- Industry
- NAICS 56
- Latest filing
- 2026
Total premiums (latest)
$2.0M
No prior year
Persons covered
308
No prior year
Total participants
344
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 | $1.8M | 55.9% | |
| Dental | $234K | 7.4% | |
| Vision | $234K | 7.4% | |
| Life | $234K | 7.4% | |
| Short-term disability | $234K | 7.4% | |
| Long-term disability | $234K | 7.4% | |
| Other | $234K | 7.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 954331852 | H | $1.8M | 88.4% | 1 | 1 | 224 |
EIN 420127290 | DVLSTDLTDOth | $234K | 11.6% | 1 | 1 | 308 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HAUSER INC | CINCINNATI, OH | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $100K | $0 | $100K | 80.6% | 1 |
| CENTRO BENEFITS RESEARCH LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $11K | $11K | 8.6% | 1 |
| M. FINANCIAL HOLDINGS INCORPORATED | SCOTTSDALE, AZ | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $9K | $0 | $9K | 7.2% | 1 |
| FREESTONE FINANCIAL, LLC | SCOTTSDALE, AZ | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 3.6% | 1 |
History & trajectory
2 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